DECEMBER 30, 2024

HIGH NET WORTH

2024 Year in Review: The Presidential Election's Impact on HNW Investors

President-elect Donald Trump's victory in the election means that the tax cuts from his last administration are likely to remain.

REGULATION & COMPLIANCE

How Paul Atkins Could Move SEC’s Enforcement Spotlight from Firms to Individuals

According to one expert, President-elect Donald Trump’s SEC Chair nominee may pursue cases where there is “fraud or harm” to investors rather than situations where firms fail to follow compliance policies.

FASTCHAT VIDEO

A Supportive Culture for Diverse Advisors

Sponsored by Wells Fargo Advisors

At Wells Fargo Advisors, we believe supporting diverse advisors starts with a culture of actively engaging with them throughout their journeys.

Watch Now >

FIXED INCOME

With U.S. Equity Markets Pricing in Optimistic Consensus, Income-Generating Assets Look Attractive In 2025

For investors sitting on large equity portfolio gains, 2025 should be a year to diversify their portfolios with a focus on income.

BUSINESS PLANNING

Five Tips to Speed Up Compliance

Something’s got to give for compliance teams to effectively manage their snowballing workload and spiraling costs.

CONNECT WITH US

EVENTS

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as [email protected]

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

Manage Subscriptions | Advertise | Privacy Policy