WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

FEBRUARY 8, 2024

CAREERS

What Is the FPA Financial Planning Challenge?

Inside the college competition that gives students a taste of the challenges advisors face.

RELATED:  Can You Pass the Financial Planning Challenge?

FULL ARTICLE

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INDUSTRY

Rockefeller Lures $1.3B Team from Morgan Stanley

The 10-person Variant Path Group in Charlotte, N.C. joins Rockefeller Global Family Office.

FULL ARTICLE

WEBINAR

Where Did All the Organic Growth Go?

Join us on February 27th as industry experts explore innovative strategies and technologies to reignite growth in the financial advisory sector.

REGISTER NOW

ESTATE PLANNING

Discount for Lack of Control vs. Discount for Lack of Marketability

Ignore the difference at your peril.

FULL ARTICLE

ETFS

Morgan Stanley Heats Up Race to Mimic Vanguard’s Tax-Busting Funds

Morgan Stanley wants permission to add an ETF share class to its existing mutual funds, joining a growing list of money managers who are looking to recreate the blueprint that’s still exclusive to Vanguard despite the May expiration of a patent that walled off copycats.

FULL ARTICLE