Morning Memo
 
Wealth Management Morning Memo

JULY 27, 2022

RIA NEWS

$4B AUM Frontier Wealth Management Joins Captrust

Captrust's Rush Benton sees no slowdown in deals on the horizon, despite the lull in the economy.

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REAL ESTATE

How 721 Exchanges Can Be Used as an Exit Strategy for Delaware Statutory Trust 1031 Exchanges

This structure allows holders of real estate to exchange real property for economic interest in the REIT in the form of operating partnership units.

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SPONSORED CONTENT

Do You Need More Time for Client Relationships?

Explore model portfolios that could help save time for managing clients.

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TECHNOLOGY

Four Information Management Barriers Wealth Management Professionals Face

The digitalization of the wealth management industry has brought on unique demands, shifting from personal interactions to multi-communication channels.

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HIGH NET WORTH

Billionaire Wharton Dropout Peltz Warns Big Tech Dominance Over

The founder of Trian Fund Management also discusses activist investing and the economy.

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SPONSORED WEBINAR

The Surprising Truth About the Future of Bonds

Join this webinar on July 28th to hear the Helios team discuss the quantitative data behind how bond valuations, duration, and yield come together in a surprising way that provides clear expectations.

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