Morning Memo
 
Wealth Management Morning Memo

APRIL 18, 2022

HIGH NET WORTH

Alternatives to Donor-Advised Funds

Helping clients do charitable planning properly will boost your business. Here are some options.

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ADVISOR CHANNELS

M&A Players Call The Top for RIA Valuations

Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.

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SPONSORED WEBINAR

Finding Consistency and Stability in the Current Global Environment

During this webinar on Tues. May 3rd, our presenters will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why we believe investors could benefit from that approach.

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BUSINESS PLANNING

How to Be More Productive Daily

Easy-to-implement ideas to drive daily productivity, including managing email inboxes efficiently and cueing your brain to focus on the "right" activities.

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FIXED INCOME

A Year of Inflation-Beating Yields With No Risk? Time May Be Running Short

Series I savings bonds have been surging in popularity. But consumers only have two more weeks to lock in elevated rates for the next 12 months.

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