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Raymond James to Make First Foray Into ETFs in 2025

Morning Memo
 
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Wealth Management Morning Memo

JULY 19, 2024

ETFS

Raymond James to Make First Foray Into ETFs in 2025

Diana Britton

Mo Sparks, the former director of exchange-traded products at the NYSE and a Vanguard veteran, will lead the initiative.

FULL ARTICLE

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TECHNOLOGY

Smarsh Announces Partnership With OpenAI

Davis Janowski

Integrations will enable compliance, capture and analysis of data from ChatGPT Enterprise usage.

FULL ARTICLE

FASTCHAT VIDEO

The Case for Covered Calls: Unlocking Cash Flow Potential

Sponsored by Shelton Capital Management

Learn about the rise of covered calls, their income potential, and diversification benefits.

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THE DIAMOND PODCAST FOR FINANCIAL ADVISORS

Succession and Liquidity Considerations and Options

Louis Diamond

LPL Financial’s liquidity and succession program representatives discuss what advisors, independent business owners and next gens need to consider as they grow their businesses and explore long-term and short-term options.

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BUSINESS PLANNING

Unlocking Growth: The Power of Process

Matt Sonnen

Rather than stifling creativity, set processes to ensure efficiency, accuracy and repeatability in client service.

FULL ARTICLE
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