Morning Memo
 
Wealth Management Morning Memo

APRIL 23, 2024

INDUSTRY

Lawsuit: Ex-CMO Charges Carson Group With Turning Blind Eye to Sexual Assault Incident

Mary Kate Gulick claimed to be psychologically 'broken like a twig' from Carson’s lack of response to allegations an employee sexually assaulted a conference attendee, according to a lawsuit filed in Nebraska federal court.

FULL ARTICLE

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ADVISOR SENTIMENT INDEX

Advisors Predict Further Gains in Equities

Financial advisors continued to be more optimistic about the stock market than the broader economy in March, according to Wealthmanagement.com’s Advisor Sentiment Index.

FULL ARTICLE

SPONSORED CONTENT

How Have Elections Moved Markets?

The guide to investing in an election year has the answers.

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RIA NEWS

Fidelity Introduces Organic Growth ‘Hub’

The suite of prospecting, client retention and efficiency resources was developed in response to research that found more than half of advisors are having trouble landing new clients.

FULL ARTICLE

RPA

Retirement Plan Advisors Must Now Become Defined Benefit Managers

Internal professionals at employers are poorly trained or ill-equipped to properly handle plans.

FULL ARTICLE

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ADJUSTED FOR RISK PODCAST

Bluerock's Miguel Sosa Spotlights Private Real Estate, Alternative Credit

BlueRock's Miguel Sosa explains why real estate is a lot more then just office space.

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