Morning Memo
Wealth Management Morning Memo

JANUARY 27, 2021

EQUITIES

Direct or Personalized Indexing: Not Just for Passive Investing

Direct indexing can improve after-tax returns of certain active strategies, not just passive ones.

FULL ARTICLE

ADVISOR CHANNELS

Hightower Sees New Opportunity in IBD-Affiliated Firms

Hightower has already made two acquisitions of firms sitting at independent broker/dealers, and CEO Bob Oros expects it to be an area of growth for the firm going forward.

FULL ARTICLE

SPONSORED CONTENT

The After-Tax Advisor

If becoming an After-Tax Advisor could result in these outcomes, would you want to learn more? This primer will get you started.

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BUSINESS PLANNING

Minimizing Client Defections During Your Payout Period: Part 3

Client trust takes years to earn and moments to lose.

FULL ARTICLE

HIGH NET WORTH

What Leon Black Got for Paying Jeffrey Epstein $158 Million

The findings from an investigation by the law firm Dechert showed how the disgraced adviser’s knowledge of the tax system and skill managing the affairs of the ultra-rich helped Black save at least $1 billion, and potentially more than $2 billion.

FULL ARTICLE

SPONSORED WEBINAR

2021 Newfleet Fixed Income Market Outlook

Attend this webinar on Jan. 27th to hear David Albrycht, CFA, President and Chief Investment Officer of Newfleet Asset Management, provide his 2021 fixed income outlook and multi-sector positioning for the year ahead.

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WMRE

REAL ESTATE

Advisors See Opportunity in Commercial Real Estate

Spurred by client interest, advisors are looking to capitalize on this versatile asset class.

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REAL ESTATE

Homeownership Trends Having Little Effect on Multifamily Investment

Even with a tick up in homeownership, the percentage of apartments that are vacant has not risen much since the pandemic began.

FULL ARTICLE

SPONSORED WEBINAR

Maximizing Financial Dashboards to Leverage Metrics That Matter Most

Join this webinar on Jan. 28th to see how dashboards make it easier to track assets under management, cash–on–cash, notes payable, create a shared, unified view of financial performance, use graphs and visuals to uncover opportunities, define strategic priorities and measures of success.

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