WM Morning Memo
 
Wealth Management Daily Memo

SEPTEMBER 12, 2024

TECHNOLOGY
Milemarker Launches Firm Intelligence
The firm, co-founded by serial entrepreneur Judd Mackrill, seeks to fill RIA firms' need for business intelligence, data consolidation and integration.
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INDUSTRY

SEC Charges Tennessee Advisor with Faith-Based Strategy of Defrauding Investors

According to the commission, Donald Anthony Wright made false statements when selling promissory notes to clients to fund the purchase of a Texas-based media marketing company.

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2024 MIDYEAR OUTLOOK
The Crypto Resurgence: How Advisors Can Succeed in 2024
With renewed interest in cryptocurrencies, financial professionals must now navigate the complexities of advising clients on these volatile assets.
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ETFS

Active Bond Funds Outperformed Passive Peers By a Mile Over the Past Year

Morningstar’s latest U.S. Active/Passive Barometer compared active and passive fund performance over the year ending in June.

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ESTATE PLANNING

Ramones’ Heirs Feud Over the Band’s Legacy

Latest lawsuit accuses Johnny’s widow of trademark infringement.

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WHITE PAPER
Adapting to Technological Change: A CTO’s Perspective
Learn how WealthManagement.com and The Oasis Group are helping to foster collaboration on cybersecurity, AI, and operational efficiencies.
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