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WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 06, 2024

EQUITIES

Advisors Urge Patience Before Adjusting Portfolios in Response to Trump Win

Long-term banks and financials could benefit in a light regulatory environment, but firms suggest waiting until more clarity emerges about administration priorities and Cabinet nominees.

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HIGH NET WORTH

An Overview of Trump's Projected Tax Changes

During his first term, President Donald Trump focused heavily on taxes. Will that hold true for term two?

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FASTCHAT VIDEO
Organic Growth in Wealth Management

Sponsored by Commonwealth Financial Network

How to build client relationships, the key to advisor success.
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REGULATION & COMPLIANCE

What Will Financial Services Regulation Look Like Under Trump?

Advisors weigh in on regulatory changes we may see under the new (old?) regime.

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FIXED INCOME

Bonds Fall Most Since 2020 as Trump Win Revives Inflation Risk

The longest-maturity US government bond yield climbed as much as 24 basis points to 4.68%, the highest level since May, and remained higher by nearly 20 basis points.

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WEBINAR
Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities

Sponsored by Foundation Source

Join this webinar as Foundation Source’s Chief Legal Officer shares the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.
Register Now >

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RIA NEWS

Uptick Partners Launches Guarantee Program for Partner Firms

Uptick’s founders are so confident in their non-protocol transition process that they will forgo their profit margin until an advisor gets back to 100% revenue.

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