WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 16, 2024

COLLEGE PLANNING

Four Tips to Building a College List Without Killing Yourself Financially

Why entrust such a big-ticket financial item solely to the whims of a teenager?

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TECHNOLOGY
Moneytree Unveils New Version of Financial Planning Software
Moneytree’s financial planning tool features a new architecture, workflows and account aggregation capabilities.
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2O24 MIDYEAR OUTLOOK
Unlock the Hidden Growth Opportunities in Your Practice

Sponsored by HTK

Grow your financial practice and unlock hidden opportunities with proven methods.
Learn More >
BUSINESS PLANNING

Fee Compression Hasn’t Played Out, But Margin Compression Is Real

Additional services can justify fees to clients, but RIA owners must also prove those services benefit their bottom lines.

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ESTATE PLANNING

New Hampshire Domestic Asset Protection Trust Benefits Explained

Although 20 states in the U.S. currently allow the use of DAPTs, not all jurisdictions are created equal.

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FASTCHAT VIDEO
Sports & Entertainment Program at Wells Fargo Advisors

Sponsored by Wells Fargo Advisors

Learn how to empower advisors to expertly navigate the unique financial needs of sports and entertainment professionals.
Watch Now >
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