Morning Memo
Wealth Management Morning Memo

APRIL 21, 2021

ALTERNATIVE INVESTMENTS

Adding Private Credit to a Client’s Portfolio

It should be considered an augment and not a replacement for a conventional fixed income allocation.

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INDUSTRY

Steward Partners Lures $500M AUM Morgan Stanley Team

Steward Partners has added the Poljak Group to its quick-growing list of firms.

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SPONSORED CONTENT

Growing a More Sustainable Practice with ESG

ESG is now an important client retention and acquisition strategy for financial advisors.

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WMRE COMMON AREA PODCAST

The Government as a Tenant

Newmark's William Hill discusses how the government as a tenant has fared during the pandemic and what that means for real estate investors.

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SPONSORED WEBINAR

Strategies for Navigating a Low Rate Environment

The municipal bond market has begun the year with a negative total return—but this could be good news for investors looking for an entry point. Join us on May 12 for a discussion on municipal market update and outlook, solutions for clients frustrated by low yields and concerned about higher rates, the state of municipal credit—uncovering opportunities in a low rate environment.

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