WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

JANUARY 19, 2024

DOJ Charges Former Citi Advisor With Defrauding Clients While Funding Film Career

Helen Grace Caldwell faces 20 years in prison after being charged with wire fraud in a scheme that allegedly stole $1.5 million from clients, according to the Justice Department.

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2024 Market Outlook

What Does 2024 Hold for the CRE Market?

Uncovering challenges like rising interest rates and distressed sales potential, yet revealing strategic opportunities in disciplined investing and the resilient fundamentals of multifamily and industrial properties.

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Technology

Luma And Yieldstreet to Expand Advisor Access to Alternatives

Yieldstreet has been helping hundreds of thousands of investors get access to a wide range of alternative investments for several years. The deal with Luma is "our first big push into the RIA channel," its CEO says.

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RIA News

RIA Roundup: Aptus Capital Buys LibertyFi

Also this week, DSJ has created a new RIA, Buckingham picked up a Detroit firm, Atria poached an Osaic team with $420 million, and St. Louis-based Krilogy announced three acquisitions in 2023.

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WEBINAR

Highlights of Heckerling

Join us on January 31, to delve into the latest in estate planning, focusing on legislative updates and innovative strategies.

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Podcasts

The WealthStack Podcast: The Myth of the Perfect Tech Stack with Adrian Johnstone

Unveiling the dynamics between customization and universal solutions.

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