WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JUNE 13, 2023

TECHNOLOGY

F2 Strategy Acquires Oakbrook Solutions, Receives Investment From Renovus Capital

The combined firm will have 100 employees and be headed by F2 founder Doug Fritz.

FULL ARTICLE

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Why Now Is Not the Time to Get Bullish

Zephyr's Chief Market Strategist takes a look at recent drivers of market performance.

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WHITE PAPER

How to Win in the High-Net-Worth Marketplace

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REAL ESTATE

Uncertain Valuations Cool Real Estate M&A Activity

After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing.

FULL ARTICLE

HIGH NET WORTH

Americans Say They Need $2.2M to Be Considered Wealthy

Feeling rich is more common among millennials and Gen Z, according to a new survey from Charles Schwab.

FULL ARTICLE

SPONSORED WEBINAR

Succession Planning 2023: Who Has a Plan?

This webinar on Thurs. June 15th will offer the first live look at the report’s key findings, as well as explore takeaways that can make an advisor’s succession planning efforts more productive.

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