WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MARCH 20, 2024

REGULATION AND COMPLIANCE

DOL Fiduciary Rule in Final Stretch as AARP, Insured Retirement Institute Set White House Meetings

Supporters and critics of the proposed rule are setting up discussions with the Office of Management and Budget, one of the last steps before the final rule will be revealed.

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RIA NEWS

There’s a New ‘Middle Market’ in RIA M&A

Professionalization, new investors and market realities are changing the rules of RIA M&A, according to research from Advisor Growth Strategies.

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SPONSORED CONTENT

United States CRE Transaction Volume Remains Low

The lowest level of volume ($) since 2013. View recent volumes and trends for Q4 '23.

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ALTERNATIVE INVESTMENTS

Yieldstreet Partners with Wilshire to Help Clients Build Diversified Private Market Portfolios

Wilshire’s experts will help Yieldstreet’s clients engage in new investment strategies and get access to investments sourced by an institutional advisor.

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401KTV

401(k) Real Talk Episode 98: March 20, 2024

Open, honest and candid discussion about 401(k) led retirements, the DOL fiduciary rule, the changing business models for record keepers and more.

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Commentary

EQUITIES

Investing with the Market at All-Time Highs

Dollar-cost averaging is an inferior investment strategy.

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