WealthManagement.com Daily Memo
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| 2024 INDUSTRY OUTLOOK | | | | | | Ali Hibbs | | Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative. FULL ARTICLE |
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| BUSINESS PLANNING | | | | Lazetta Rainey Braxton | | Building a secure future through personal and organizational balance. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Harness “digital” to improve the 6-steps of the client. DOWNLOAD NOW |
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| MARKETING | | | | Ben Kulis | | Harnessing their enthusiasm, authenticity and trustworthiness can significantly boost your firm's visibility and credibility. FULL ARTICLE |
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| EQUITIES | | | | Suzanne Woolley and Claire Ballentine | | Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by Flyer Financial Technologies and Salesforce | | Join us January 16 for insights on AI, tech advancements, and their pivotal role in 'The Evolution of the CTO'. REGISTER NOW |
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