Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 22, 2024

ETFS

Thematic Funds Attract Investors. But Are They Worth Their Outsized Fees?

Morningstar took a look at recent thematic fund performance in the U.S. and globally.

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HIGH NET WORTH

IRS Releases 2025 Inflation and Other Adjustments

Revenue Procedure 2024-40 reveals what’s new for the 2025 tax year.

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The BEAT: Your Timely Market Resource
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RIA EDGE PODCAST
Alternatives at the Core with Dick Pfister

AlphaCore founder Dick Pfister describes the firm’s investment approach that places alternatives at the core of the service offering.


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MUST READS

11 Investment Must Reads for This Week (Oct. 22, 2024)

BlackRock’s ETF head told CNBC that 13F filings have revealed that 80% of investors in spot bitcoin ETFs are direct investors and 75% have never previously owned its ETFs. J.P. Morgan Asset Management has split its alternative investment business into two segments, reports FundFire. These are among the investment must reads we found this week for wealth advisors.

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