WealthManagement.com Daily Memo
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| | | | | Patrick Donachie | | J.P. Morgan Securities agreed to pay $18 million to settle charges that it gave certain clients the choice of accepting credits or settlements while agreeing not to approach regulators. FULL ARTICLE |
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| 2024 Market Outlook | | | | Sponsored by Cambridge Investment Research, Inc | | As financial professionals embrace the rapid integration of technologies like artificial intelligence, discover essential steps to safeguard data, build trust, and navigate the evolving landscape of the Digital Age. LEARN MORE |
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| RIA Channels | | | | Ali Hibbs | | Karl Heckenberg’s new RIA investment firm has taken a minority stake in Perigon, as Merchant Investment Management exits. FULL ARTICLE |
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| Investment | | | | Wealthmanagement.com Staff | | After 2022, many declared the 60/40 portfolio dead, but the traditional portfolio mix rebounded in 2023, writes Morningstar. BlackRock’s move into the private infrastructure investment space is part of a broader strategy for the asset manager to diversify from its strength in ETFs, according to FundFire. These are among the investment must reads we found this week for wealth advisors. FULL ARTICLE |
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| WMIQ Exclusive Research Report | | | | In partnership with Nasdaq | | A close look at providing the tools financial advisors need to attract and retain clients. DOWNLOAD NOW |
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| RIA Channels | | | | Ali Hibbs | | The $300 million multi-family office with an all-female staff joins Summit's equity partnership platform. FULL ARTICLE |
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