Wealthmanagement Email Newsletter: Swedroe: Can a Mutual Fund Solve the Annuity Puzzle? (June 5, 2024)


	JUNE 5, 2024

MUTUAL FUNDS


	Can a Mutual Fund Solve the Annuity Puzzle?

Larry Swedroe

What if your client’s annuity wasn’t an annuity?

FULL ARTICLE

INDUSTRY


	Morgan Stanley Executive Departs For Citi Wealth

Patrick Donachie

Dawn Nordberg will lead a new program to strengthen ties between Citi's banking and wealth divisions, among other responsibilities, according to Andy Sieg.

FULL ARTICLE

WHITE PAPER


	The Advisor Growth Guide

Sponsored by AssetMark

Win back time, overcome challenges, and scale your business.

LEARN MORE

TECHNOLOGY


	Conquest Planning Upgrades Its Strategic Advice Manager

Rob Burgess

SAM INSIGHTS, Ask SAM and SAM Score are the latest iterations of the Canadian firm’s AI-based planning platform.

FULL ARTICLE

MUST READS


	12 Investment Must Reads for This Week

WealthManagement.com Staff

Wirehouses advisors are urging defensive equities strategies in the runup to the 2024 election, reports FundFire. Morningstar explored how investors should consider allocating to private equity. These are among the investment must reads we found this week for wealth advisors.

FULL ARTICLE

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Swedroe: Can a Mutual Fund Solve the Annuity Puzzle?

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