WM Morning Memo
 
Wealth Management Daily Memo

DECEMBER 13, 2024

Solid Fundamentals and a Stable Economic Outlook Portend a Solid 2025 for REITs

Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate.

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TECHNOLOGY

Prospecting Startup FINNY AI Raises $4.2M

The AI-powered lead generation and prospecting platform will use the funding to build new capabilities and scale the product.

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SPONSORED CONTENT
Active Fixed Income ETFs in your Portfolio

Sponsored by Janus Henderson

How are you currently positioned in fixed income?
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ALTERNATIVE INVESTMENTS

Cerulli: Advisors Will Use Private Credit ETFs If the SEC Approves Them

The firm’s new report finds there is unmet demand among financial advisors for ETFs with alternative investment strategies.

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PODCAST

The Diamond Podcast for Financial Advisors: Growing a $1B Business to a $4B Enterprise

DayMark Wealth Partners' Mike Quin describes his experience leaving the wirehouse world at Wells Fargo and going independent.

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FASTCHAT VIDEO
Investing in Diversity: Doing Well and Doing Good

Sponsored by Wells Fargo Advisors

Learn why choosing a firm that champions diversity and inclusion can help make change in the industry while growing your business.
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