WM Morning Memo
 
Wealth Management Daily Memo

NOVEMBER 19, 2024

ETFS

'Trump Trade' Moderates as Dispersion Between Sector ETFs Normalizes

In all three recent presidential elections, sector dispersion tends to become elevated immediately after results are announced.

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RIA NEWS
Allworth Boosts Tax Services with Acquisition of Bay Area CPA Firm
Allworth adds 25 tax professionals with its purchase of CCA, a CPA firm in Pleasant Hill, Calif.
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WMIQ RESEARCH REPORT
Research Report: Driving Firm Growth in 2024

In partnership with Commonwealth Financial Network

Understanding the differing needs of younger and veteran advisors.
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RPA

Who Represents the Interests of 401(k) Participants in Washington?

If you’re not at the table, you’re on the menu.

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BUSINESS PLANNING

Update Your Business Continuity Plan Before the Next Natural Disaster

A well-thought-out BCP protects client relationships and ensures the business is functional regardless of the circumstances.

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WHITE PAPER
6 Step Estate Planning Guide

Sponsored by Wealth.com

Step-by-step guide for better estate plan conversations.
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