Morning Memo
 
Wealth Management Morning Memo

JUNE 5, 2023

REAL ESTATE

Activist Investor Slams Proposed Merger of Nick Schorsch-Managed REITs

“Blackwells strongly opposes the cockamamie merger, and expects most other shareholders to do the same," said the activist investor of the plan, which is backed by Schorsch's AR Global.

FULL ARTICLE

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COLUMN

At WealthStack, Smaller Tech Firms Inspire, While Some 'Experts' Need a History Lesson

Our technology columnist shares some of what inspired—and irritated—him at this year’s WealthStack conference.

FULL ARTICLE

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RIA EDGE

Six Key Takeaways From RIA Edge

"It's a bull market for advice" and more key themes discussed at the conference.

RELATED:  Key Takeaways From Wealth Management EDGE

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BUSINESS PLANNING

How Can Financial Advisors Best Leverage the Opportunities in Front of Them?

Focus on marketing outreach, technology and talent.

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