WealthManagement.com Daily Memo
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| WHAT'S IN MY MODEL PORTFOLIO | | | | | | Diana Britton | | Andy Stout, CIO of $19 billion Allworth Financial, discusses the RIA’s proprietary scorecard to filter through thousands of funds, the firm’s strategy for weathering economic risks and how the firm uses direct indexing to bring alpha to clients. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Twenty percent of advisors are “struggling,” particularly minorities and younger industry participants, according to new Kitces research. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Nitrogen | | Proven strategies for financial advisors to skyrocket their business. LEARN MORE |
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| INDUSTRY | | | | Patrick Donachie | | In her new role as FPA president, advisor Claudia Cypher Kane will push for title protection for financial planners. FULL ARTICLE |
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| FIXED INCOME | | | | Liz Capo McCormick | | The rebound in Treasury yields to start the year comes after bonds rallied sharply in the last two months of 2023 on signals that the Fed is pivoting toward more dovish monetary policy. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Nasdaq | | A close look at providing the tools financial advisors need to attract and retain clients. LEARN MORE |
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