WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

FEBRUARY 7, 2024

ALTERNATIVE INVESTMENTS

Advisors Favor SMAs Over Model Portfolios, Citing High Fees, Limited Customization

The adaption of model portfolios hasn’t become as widespread as the industry expected when they came on the market.

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INDUSTRY

$1.3B Team Joins UBS from Merrill Lynch

A team of four serving athletes and entertainers has joined UBS in Albany, NY.

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FASTCHAT VIDEO

Hitting the Accelerator: Strategies for Growing and Scaling Your Advisory Business

Organic growth, recruiting, acquisitions — as an independent financial advisor, there are a lot of ways you can grow your business. Where do you start?

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401KTV

401(k) Real Talk Episode 92: February 7, 2024

Open, honest and candid discussion on January job growth, Mariner's latest deals, RIA M&A declines, TDF recommendations and the viability of fintech record keepers.

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BUSINESS PLANNING

Prepare for AI and Automated Workflows

The saying “you get out what you put in” is true for data too.

FULL ARTICLE