WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 23, 2024

INDUSTRY

Hightower Barred From Enforcing Non-Solicitation on Advisor Suing for Age Discrimination

A Massachusetts State Court judge said the harm to Glenn Frank’s career could be “particularly egregious” if the covenants were enforced.

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PODCAST

The WealthStack Podcast: Why Business Owners Deserve Better from Their Advisory Partners with Trevor Greenway

InterVal's Trevor Greenway details how wealth managers can act as the “quarterback” for business owners through the innovative use of technology.

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2024 MIDYEAR OUTLOOK
Demystify Values-based Investing to Differentiate Your Firm
Advisors can win clients by helping them invest according to their values, not just for profit.
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HIGH NET WORTH

It’s Time for a Tax-First Approach to Wealth Management

The next frontier for tax optimization goes beyond tax-loss harvesting.

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HIGH NET WORTH

Creating the Family Office Framework: Three Keys to RIA Success

Clients increasingly expect white-glove concierge services from their advisors.

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WHITE PAPER
Blue Owl’s 2024 Market Outlook Pulse Checks
Check in with Blue Owl leaders on key themes impacting Credit, Real Estate, and GP Strategic Capital.
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