WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 11, 2020

Avantax Wealth Management Launches New Affiliation, Referral Businesses

Avantax recently added new CPA referrals for advisors at the IBD as well as those affiliating under a new, full-time employee model.  

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REGULATION AND COMPLIANCE

Crenshaw: SEC Under Biden Likely to Tighten Up ESG Disclosures

Speaking at the Consumer Federation of America's Financial Services Conference, the Commissioner also said more Reg BI data is needed to gauge its effectiveness, but a strong fiduciary standard was critical.

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Commercial Real Estate: A Real Alternative to Fixed Income

With many investors seeking income alternatives to diversify their portfolios – it may be time to consider commercial real estate.

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REAL ESTATE

How Real Estate Funds Should Market Investment Returns to Potential Investors

If a real estate entity or fund is able to take some uncertainty out of the investment process, they will have a competitive advantage.    

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New Views of the RIA Model

Discover the benefits of the RIA model in this interview with top industry recruiter Mindy Diamond.

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Wealthies Circle Spotlight

7 Ways Financial Advisors Are Leaving Money on the Table

Too many financial advisors are increasingly forced to direct their time and energy away from what initially led them to the business: helping people. Why? They have a business that’s simply not going to run itself.

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