Morning Memo
 
Wealth Management Morning Memo

APRIL 17, 2024

EQUITIES

The Top 15 Wealth-Destroying Stocks of the Last Decade

Advisors may want to reconsider any allocation to these 15 companies, as they’ve been shown to wipe out investors’ wealth—even over the long term.

FULL ARTICLE

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TECHNOLOGY

Report: Envestnet Explores Sale; Stock Price Spikes

Envestnet has received interest from private equity firms, including Bain Capital, according to a press report. Shares ended the day up 9% on the news.

FULL ARTICLE

RESOURCE CENTER

5 Steps to Providing Flexible Estate Planning Strategies

Learn how you can approach estate planning with clients that is both proactive and flexible.

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ADJUSTED FOR RISK PODCAST

Following Data Driven Trends and The Role of Managed Futures in an Investment Portfolio

AlphaSimplex's Katy Kaminski describes how the firm uses data to measure where the markets are moving.

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REGULATION AND COMPLIANCE

Ripping off the Band-Aid of Self Reporting ‘Off-Channel’ Communications

The SEC has repeatedly rewarded firms who self-reported their use of WhatsApp and other unauthorized communication means with leniency.

FULL ARTICLE

WEBINAR

Winning Growth Strategies for Advisors in 2024

Join us tomorrow for a deep dive into 2024's top growth strategies for financial advisors, shaping the future of finance.

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