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How to Check the ROI of Academic Programs

Morning Memo
 
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Wealth Management Morning Memo

JULY 8, 2024

COLLEGE PLANNING

How to Check the ROI of Academic Programs

Lynn O'Shaughnessy

On the Foundation for Research on Equal Opportunity website, advisors and clients can search for the ROI of individual programs offered by private and state colleges and universities.  

FULL ARTICLE

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BUSINESS PLANNING

The Competition Conundrum: Charge Less or Offer More?

Jason Diamond

If your only differentiator is that you charge 75 basis points, you’ll likely lose the battle when the advisor across town drops to 50.

FULL ARTICLE

WMTV ON LOCATION

Navigating the Risks of Cash Overweight

Sponsored by PIMCO

Are higher interest rates seducing investors away from growth opportunities?

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TECHNOLOGY

Data Builds Relationships

Matt Ryan

By embracing a data-driven approach to personalization, financial advisors can significantly enhance their client engagement efforts.  

FULL ARTICLE

HIGH NET WORTH

LeBron James Cements His Billionaire Status With Record Contract

Vernal Galpotthawela

James agreed to a two-year, $104 million deal with the Los Angeles Lakers, putting his net worth at almost $1.5 billion.

FULL ARTICLE

WMIQ RESEARCH REPORT

Exploring the Dynamics of Financial Service Partnerships

In partnership with United Planners

Better advisor relationships depend on strong service, technology support and a collaborative culture.

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