Morning Memo
 
Wealth Management Morning Memo

APRIL 8, 2023

REAL ESTATE

Family Offices Have Dry Powder Ready to Deploy on Real Assets

Recent surveys indicate a high demand over the next two years from family offices for illiquid assets, including real estate.  

FULL ARTICLE

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HIGH NET WORTH

Wealth Tax Proposals on Deck

Setting the stage for the end of the Tax Cuts and Jobs Act?  

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Next-Gen and Established Advisors Report

Today's wealth management landscape is rapidly evolving, presenting new challenges and opportunities for advisors. At the heart of this change is the next generation of advisors.

DOWNLOAD THE REPORT

RIA NEWS

United Capital Co-Founders Launch Modern Wealth Management With PE Backing

Two of United Capital's co-founders and another executive have left Goldman Sachs to build an RIA with $200 million from private-equity firm Crestview Partners.

FULL ARTICLE

RETIREMENT PLANNING

Talking With Clients About Social Security’s Finances

How should financial planners respond to client worries about Social Security’s future?  

FULL ARTICLE

WHITE PAPER

The Cost of Being Too Liquid

Why advisors should consider developing an “illiquidity bucket.”

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HIGH NET WORTH

IRS Warns of Schemes Aimed at Wealthy Taxpayers

Highlights include CRATs and monetized installment sales.

FULL ARTICLE

RIA NEWS

CI Private Wealth Launches Trust Company Ahead of U.S. IPO

CIPW Trust, chartered in South Dakota, will make corporate trustee services available to all clients.  

FULL ARTICLE

SPONSORED WEBINAR

Finding New Opportunities for Income Generation

Join us on Wed. April 19th as our industry experts discuss how money managers are shifting portfolio allocations and where they are finding the best opportunities for income-producing assets in the current market environment.

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ESTATE PLANNING

No Basis Adjustments for Assets in Irrevocable Grantor Trusts

Revenue Ruling 2023-2 confirms that taxpayers can’t have their cake and eat it too.

FULL ARTICLE

RPA EDGE

Are IRAs in the Best Interest of Workers and Retirees?

Consolidating within a 401(k) plan may be a better option and is becoming easier.  

FULL ARTICLE

TECHNOLOGY

Insurtech Startup Modern Life Adds Long-Term Care Insurance

The platform helps advisors from initial data collection to comparisons, quotes and sales of insurance products.

FULL ARTICLE

RETIREMENT PLANNING

Getting the Highest Social Security Benefit Is More Crucial Than Ever

A new report says the Social Security Trust Fund’s ability to pay in full may run out earlier than forecast, making smart claiming strategies even more critical.

FULL ARTICLE

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