WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 31, 2024

REAL ESTATE

2025 Outlook Q&A: Active Management Key to Higher CRE Returns
Richard Hill, the head of Cohen & Steers real estate strategy, talks about how financial advisors should tackle commercial real estate investment next year.
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COMMENTARY

Selling Founders Are Scared of What Their Clients Will Say

Flip the script and start from a place of celebration.

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WMIQ RESEARCH REPORT
2024 Trends in Trust and Estate Planning
Prepare for the future with expert insights — explore the latest findings on trust and estate planning trends in 2024.
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PODCAST

The Best Adjusted for Risk Podcast Moments of 2024

Zephyr Market Strategist Ryan Nauman shares his favorite clips from Adjusted for Risk podcast episodes over the past year.

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The Ten to Watch
Ten to Watch in 2025: Kyle Wiggs
Kyle Wiggs is co-founder and CEO at UX Wealth Partners.
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Ten to Watch in 2025: Dien Yuen
Dien Yuen is the CEO of Daylight Advisors.
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