Capital Markets Outlook 4Q 2024—Normalization: Endgame

Published on October 29, 2024

Normalization seems to be in its final stage, with the Fed expected to continue cutting rates.

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FreeWill Launches Estate Planning Platform Estately

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Mercer Advisors collaborated on the design for 18 months as an anchor customer; 60+ firms have since been added during the beta period.

Survey: Most Advisory Firms Lack AI Safeguards

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Ninety-two percent of firms surveyed by the ACA Group and National Society of Compliance Professionals have no policies in place for AI use by third parties and service providers.