Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 23, 2024

ALTERNATIVE INVESTMENTS

Why Private Credit Is the Alternative Asset Class Everyone Covets

Investors tend to appreciate private credit for delivering current income and lower volatility. In a world of higher interest rates, it also gives them the opportunity to achieve higher yields.

FULL ARTICLE

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INDUSTRY

Kingswood SPAC Deal With Wentworth Gets Three-Week Extension

Kingswood now has until March 15 to complete its merger with broker/dealer aggregator Wentworth.  

FULL ARTICLE

SPONSORED EBOOK

Secrets from Financial Professionals on Achieving and Sustaining Success

Best practices on driving growth, building relationships, retaining talent, and more.

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PHILANTHROPY

Donor-Advised Funds in the Crosshairs in DC

The comment period on proposed regulations just closed.

FULL ARTICLE

DIAMOND PODCAST FOR FINANCIAL ADVISORS

Tips for Setting Your Business Up for Success Years Before a Move

A breakdown of the steps advisors can take to prepare for change and enhance business processes, equally effective for those at the curiosity stage or even deep into due diligence, and whether you ultimately make a move or not.

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WEBINAR

Seek Income with Single Ticker ETF Covered Call Strategy

Join us March 13, to seek income with a single-ticker ETF covered call strategy, maximizing yields from stock volatility.

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