WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 07, 2024

INDUSTRY

Advisor Campaign Donors Tilt Toward Trump

Kamala Harris' presidential campaign received more money from financial advisors than Donald Trump's, even though the Republican candidate received a greater number of individual donations.

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REAL ESTATE

Public REIT Total Returns Are Up 40% Since October 2023

The shift to a new interest rate environment added more fuel to the fire, pushing REIT total returns up 16.8% in the third quarter alone.

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SPONSORED CONTENT
Organic Growth: Challenging the Conventional Wisdom

Sponsored by Commonwealth Financial Network

Discover how advisors are driving organic growth through innovative marketing and strategic tools.
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TECHNOLOGY

Your New AI Assistant (No, It Won't Steal Your Job)

How financial advisors can thrive with the coming of AI tools

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HIGH NET WORTH

When Boomers Might Need a Designated Planner

A potentially creative solution to a serious problem.

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WEBINAR
Tech and Human Insight: Winning SMB Clients with AI

Sponsored by interVal

Discover how integrating the right tech can offer personalized strategies, deeper insights, and efficient portfolio management to set you apart.
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