WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 20, 2023

RIA NEWS

$500M Merrill Team Launches Sykon Capital with tru Independence

Sykon represents the fourth team to join tru Independence in the last five months, bringing the platform to $2 billion in new assets in the first half of 2023.

FULL ARTICLE

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WMRE COMMON AREA PODCAST

Current Themes Within the Real Estate Market With Mike Acton

AEW Capital Management's Michael Acton describes what he sees happening within the current real estate market and how investors could benefit.

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Direct Indexing: A Differentiator in a Commoditizing Industry

Learn why 42% of firms currently offer direct indexing.

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EQUITIES

The Zero Friction Approach

Four tips to help minimize taxes in a portfolio.

FULL ARTICLE

HIGH NET WORTH

These Are World’s Most Expensive Cities for High-Class Living

Julius Baer’s Lifestyle Index ranks the world’s 25 most expensive cities by analyzing residential property, cars, business class flights, business school, degustation dinners and other luxuries.

FULL ARTICLE

WHITE PAPER

Planning Now for Tax-Advantaged High-Net-Worth Outcomes Later

Today's retirement challenge: accumulation, decumulation and protection.

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