WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 18, 2024

EQUITIES

The Impact Presidential Elections Have on Markets

The performance of financial markets, particularly equities, doesn’t hinge on who is sitting in the Oval Office.

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RIA NEWS
Sanctuary Rolls Out Internal Marketing Initiative, Specialist Network to Partner Firms
Sanctuary announced several new capabilities at its Oasis conference in Hollywood, Fla., as it continues to integrate the tru Independence acquisition.
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RESOURCE CENTER
Focus on the Future: Adapting to the Next Generation of Investors
Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management.
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INDUSTRY

$470M South Florida Advisor Joins UBS from J.P. Morgan

John Hardin will join the UBS in Miami with Integra Partners, a private wealth team with more than $7 billion AUM. Senior Wealth Strategy Associate Katelyn O’Hara will join him.

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PODCAST

The Diamond Podcast for Financial Advisors: Monetization vs. Independence

Mindy Diamond and Jason Diamond provide strategies to help advisors through the decision-making process.

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FASTCHAT VIDEO
Reimagining Cash Flow Generation with Covered Calls
Investors are stepping up the use of covered call strategies even as stocks repeatedly hit new highs.
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