Morning Memo
 
Wealth Management Morning Memo

SEPTEMBER 19, 2023

RIA NEWS

Carson’s Jamie Hopkins to Lead Private Wealth Team at Bryn Mawr Trust

Hopkins is leaving Carson Group to be closer to home, although he will remain a Carson partner and continue to lead the FinServ Foundation.  

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INDUSTRY

Moody’s, S&P Look to Possible Downgrades of Cetera Debt

The ratings agencies are concerned that Cetera’s planned acquisition of Avantax could weaken its financial profile.

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A New Cycle May Bring Compelling Returns

Opportunities may emerge as the Fed finishes hiking.

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INDUSTRY

New Survey Makes the Business Case for Pro Bono Planning

Some 53% of CFPs would do more pro bono planning work if their firm encouraged it, yet only 28% report that their firms support it, according to a new survey from the Foundation for Financial Planning.  

FULL ARTICLE

WMRE COMMON AREA PODCAST

Exploring Private Real Estate as an Alternative Investment With Jay Miller

Forum Investment Group's Jay Miller describes how alt investments provide opportunities for average investors to diversify portfolios by accessing asset classes previously limited to institutional investors.

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WEBINAR

Building a Tax-Deferred Legacy: Estate Planning With Multifamily Investments

Join our webinar on September 28 to explore how multifamily investments and strategic estate planning can pave the way for a lasting financial legacy.

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