Morning Memo
 
Wealth Management Morning Memo

OCTOBER 4, 2022

TECHNOLOGY

Daffy Expands Functionality to Include Families

“Current DAFs don’t do enough to actually help people give the money in the funds away,” says CEO and founder Adam Nash.

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INSURANCE

Read the Life Insurance Policy Maturity Fine Print

No wonder people don’t trust insurance companies.

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RESOURCE CENTER

A Superior Alternative Hedging Strategy with NDX Options

Explore how options on the Nasdaq-100 offer efficient solutions for managing risks and how to create superior structured outcomes.

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REAL ESTATE

Net Lease REITs and Private Aggregators Increase Retail Acquisitions Targets

Net lease retail REITs, aggregators and cash buyers are anticipating an extremely active acquisitions environment for the remainder of the year as terms become more attractive.

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PHILANTHROPY

Wealthy Use Loophole to Reap Tax Breaks — And Delay Giving Away Money

Foundations shift billions to donor-advised funds, skirting US laws requiring transfers to the needy, a Bloomberg analysis finds.

FULL ARTICLE

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