WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 26, 2023

2024 INDUSTRY OUTLOOK

Alternatives Options Will Get More Complex in 2024

As alternative investment options move beyond interval funds and ETFs in the coming year, advisors will need to grapple with whether to use them.

FULL ARTICLE

BUSINESS PLANNING

How Asset and Wealth Management Firms Can Survive in a New Era

The industry is grappling with an unprecedented set of existential challenges.

FULL ARTICLE

RETIREMENT PLANNING

Parents Are Risking Their Retirements to Support Adult Children

With younger generations facing higher housing costs and a tricky job market, many are living at home and getting financial assistance from their families.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

Big Banks Are Copying From Private Credit’s Playbook

Wall Street has lost out on billions in fees as direct lenders lured away corporate borrowers. The future of their leveraged lending businesses depends on how they adapt.

FULL ARTICLE