WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 18, 2025

INVESTING STRATEGIES

SCS Financial: Taking Advantage of Tolerance for Illiquidity

CIO Lane MacDonald discusses why private markets drive so much of the firm’s active management strategy.

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PHILANTHROPY

Planned Giving: Don’t Know What You Don’t Know?

There’s still time to make a difference in your clients’ lives, even with the sunset looming.

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SPONSORED CONTENT
Staying Strong Through Change

Sponsored by The Pinnacle Group

The Kovack team is fostering success in a changing industry.
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CLIENT RELATIONS

Six Leadership and Hospitality Lessons from Restaurateur Will Guidara

Actionable tips from the former owner of the world's best restaurant to help advisors transform how they engage with clients.

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RPA

Yes, Advisors Can Manage Their Clients’ 401(k) Accounts

Understanding the options to support your clients’ largest investment asset.

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SPONSORED VIDEO
Driving Growth Through Technology and Client Service

Sponsored by Fidelity Investments

Expanding service offerings to attract and retain multi-generational clients.
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