Wealthmanagement Email Newsletter: Advisor Sentiment Index: Modest Optimism Despite Uncertainties (August 27, 2024)


	AUGUST 27, 2024

WMIQ


	Advisor Sentiment Index: Modest Optimism Despite Uncertainties

The monthly advisor index improved slightly for both the market and the economy.

REGULATORY


	Suit: J.P. Morgan Acted As “Double Agent” with Cash Sweep Program

The lawsuit, which seeks a class action, was filed in New York federal court last week. It follows similar suits brought against UBS, Ameriprise and LPL Financial.

RIA CHANNELS


	$7.5B Americana Adds Managing Partner to International Unit

Javier Altimari, a former senior director and portfolio manager at Oppenheimer & Co., will be instrumental in building out Americana Partners International, the RIA’s new division serving international UHNW clients.

CLIENT RELATIONS


	Advisors Risk Getting X-ed Out By Gen X

The generation first in line to benefit from the Great Wealth Transfer is surprisingly underserved.

BUSINESS PLANNING


	The Power of Brand for Financial Advisors

And why it's so hard to create one.

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Advisor Sentiment Index: Modest Optimism Despite Uncertainties

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