WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

OCTOBER 13, 2022

TECHNOLOGY

ClearingBid Seeks To Be The New Way To IPO

The tech firm wants to bring mainstream investors—and their advisors—into the IPO process, territory once reserved for favored clients, insiders and underwriters. But to take on Wall Street's reliable revenue generator, many moving pieces will have to fall into place.

FULL ARTICLE

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RIA NEWS

Wealth Enhancement Group Partners with CAIS to Expand Alts Access

The partnership gives WEG's 360 advisors access to a customized version of the CAIS alternative investments platform.

FULL ARTICLE

SPONSORED CONTENT

Up To 25% Advisor Time Savings

The right tech can help your advisors grow and expand your AUM.

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NEXT PODCAST

The Wealth Management Firm of the Future: WealthTech to Watch

Pershing's Bill Bruckner dives into the key findings from the latest “NEXT: Wealth Management Firm of the Future” Research report.

Sponsored by BNY Mellon | Pershing

LISTEN NOW

RETIREMENT PLANNING

Social Security Bump Is Rare Good News for Retirees Battling Inflation

On average, Social Security checks will rise by more than $140 a month starting in January.

FULL ARTICLE

SURVEY

Quick Poll: SMArter Investing or Complicated Product?

Can you help us with a brief survey focused on Separately Managed Accounts?

TAKE QUICK POLL

WMRE

REAL ESTATE

How One Hedge Fund Manager is Navigating REIT Volatility

Harbor Group International’s David Rosenberg sees an investment opportunity thanks to a disconnect that’s developed between REIT equity prices and underlying net asset values.

FULL ARTICLE

REAL ESTATE

Breaking Down September’s Double-digit Drop for REIT Total Returns

The Fed’s continued aggressiveness in raising interest rates and growing fears of a recession took a toll on publicly-traded real estate equities.  

FULL ARTICLE

SPONSORED WEBINAR

Tax Opportunities Amidst Volatility

Don’t miss this important webinar on November 2nd as we explore the tax landscape for the remainder of the year and for 2023 – and analyze the major tax-related considerations clients can take to strength their portfolios.

REGISTER NOW