Morning Memo
 
Wealth Management Morning Memo

APRIL 29, 2024

EQUITIES

The Top 20 Stocks on Social Media

The Magnificent 7 stocks dominate on social media, according to one reckoning.

FULL ARTICLE

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WHAT'S IN MY WEALTHSTACK

Prospero Wealth: Maximizing the Use of an All-In-One Platform

Advisor Eric Franklin discusses how the $39 million AUM firm gets the most out of Advyzon while keeping an eye on its competitors.

FULL ARTICLE

WEBINAR

Building the Growth RIA of the Future

Join us today, to learn how innovative growth programs and technology solutions are setting advisors up for unprecedented success in the evolving wealth management industry.

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ADJUSTED FOR RISK PODCAST

How to Invest in Democracy to Hedge Geopolitical Risk

Democracy Investment's CEO and CIO discuss how Democracy International Fund came about and the international investment landscape.

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ESTATE PLANNING

Legacy in Limbo: Family Businesses Without Heirs

Proactive succession planning can ensure a smooth transition and continued success.  

FULL ARTICLE

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