Morning Memo
 
Wealth Management Morning Memo

JANUARY 9, 2024

TECHNOLOGY

What’s Next For Envestnet After Bill Crager

Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.  

FULL ARTICLE

REGULATION AND COMPLIANCE

Compliance Consultant Launches Video Marketing Business

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.  

FULL ARTICLE

2024 MARKET OUTLOOK

Fixed Income Report Clarifies Bond Performance Reporting

Navigating through the complexities of daily market fluctuations and the need for a separate fixed income report in the era of fluctuating interest rates.

LEARN MORE

RIA NEWS

Diversify Launches New W-2 Division with Three Deals

Diversify adds more than $2 billion in AUM with the debut of its acquisitive employee model.  

FULL ARTICLE

REAL ESTATE

REITs End 2023 on a High Note Amid Favorable Interest Rate Outlook

When the end of a monetary tightening cycle is near, real estate investment trusts outperform. All signs indicate positive returns will continue in 2024, argues Edward F. Pierzak, senior vice president of research for the National Association of Real Estate Investment Trusts.

FULL ARTICLE

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