Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 22, 2024

ADVISOR SENTIMENT INDEX

Advisors See a Split Between the Economy and the Markets

The Advisor Sentiment Index, relaunched in January, suggests financial advisors are much more optimistic about the state of the stock market than they are about the broader economy—though most expect the economy to catch up over the next year.

FULL ARTICLE

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THE HEALTHY ADVISOR PODCAST

What Makes Advisors Happy With Michael Kitces

Kitces discusses the 2023 Advisor Wellbeing Study and the factors contributing to advisors’ happiness.

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How AdvisorEngine and Schwab Help Scale Operations

AdvisorEngine announces it's the first company to complete an integration with the new Schwab iRebal® platform.

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INDUSTRY

Stonebridge Financial Group’s New RIA Lands Its First Advisor

The $1.5 billion firm launched its 1099 platform earlier this month after months of preparation. WhiteCliff Wealth Management CEO Robert Seiden is the first advisor to come on board.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

What's Driving Gold's Performance in 2024

All eyes are on the Federal Reserve and the timing of rate cuts.

FULL ARTICLE

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