WealthManagement.com Daily Memo
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| 2024 INDUSTRY OUTLOOK | | | | | | Elaine Misonzhnik | | 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 |
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| BUSINESS PLANNING | | | | Seth Promisel | | The industry is grappling with an unprecedented set of existential challenges. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Paulina Cachero and Suzanne Woolley | | 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 |
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| ALTERNATIVE INVESTMENTS | | | | Paula Seligson | | 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 |
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