WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 02, 2024

Top 10 Cities for Advisor Demand
Organic growth has become a challenge for wealth managers. Advisors in these 10 cities, where demand for their services is high, may have a better chance at it.
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TECHNOLOGY

Shift In MarTech Usage, AI Perceptions, Among Findings In WealthStack Study

Our technology columnist homes in on a few points from the third annual WealthStack study.

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REITS

Anticipation for Rate Cuts, Strong Q2 Performance Fuel a REIT Rally

After a sluggish first six months of 2023, publicly-traded REIT total returns are up more than 10% in the third quarter and by double-digits year-to-date.

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WEALTHSTACK

WealthStack Roundup: AJ Boury Departs TIFIN For MSCI Wealth Management

Some technology people moves, Surge rolls out Fusion 1 suite, YCharts and Broadridge integrate.

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Trending Podcasts

Focused on the Future: Building Community Through Planning with Sibyl Slade

IntegriVest's founder shares her path to innovation and client-centric financial planning.

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401(k) Real Talk Episode 120: August 28, 2024

Open, honest and candid discussion about DOL Jobs growth numbers, phased retirement and more.

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Adjusted for Risk: Growth Investing as a Condition, Rather Than a Category

Silvant Capital Management's CIO and Managing Partner Michael Sansoterra opens up about why he believes growth investing is a condition, not a category.

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The Diamond Podcast for Advisors: Marketing Tips from a CMO

Gordon “Gordy” Abel from Dynasty Financial Partners offers perspectives on why marketing matters, how to create and leverage a brand, the key aspects of an effective value proposition and more.

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