Morning Memo
 
Wealth Management Morning Memo

MAY 2, 2024

ETFS

What Happens If Mutual Funds Can Also Trade as ETFs?

If the SEC approves mutual fund/ETF dual shares, it might bring a big pivot for the RIA industry.

FULL ARTICLE

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RIA NEWS

$2B RIA Eton Advisors Brings on New President

Brian Hughes has had a 30-year career in financial services, most recently as founder and president of wealth management consultancy Hughes Growth Strategies.  

FULL ARTICLE

WHITE PAPER

Unleashing AI Powered Growth

How financial advisors can use AI for marketing to scale their business.

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ALTERNATIVE INVESTMENTS

Alternatives Remain Off the Menu for 401(k) Plan Managers

While corporate pension plans have adopted alternative investment options, such as private equity and credit, 401(k) plan managers face big obstacles to accessing the space, Cerulli survey shows.  

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

Building Investment Portfolios to Withstand Higher for Longer

Advisors Asset Management's Cliff Corso shares his thoughts on creating an investment portfolio to withstand sticky inflation and uncertain monetary policies.

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