Wealth Management Morning Memo

MAY 10, 2023

REAL ESTATE

Farmland Produces A New Crop Of Investment Opportunities

Beth Mattson-Teig

Investors now have options in both public and private markets to take stakes in American farmland.

EQUITIES

Using Salience Theory to Enhance Momentum Strategies

Larry Swedroe

Excluding stocks with extreme salience values enhances the basic return effect.

RESOURCE CENTER

Ultra-Low Cost Advisory & B/D Platform

Sponsored by United Planners Financial Services

Yes, it’s true at United Planners.

TECHNOLOGY

Riskalyze Rebrands As Nitrogen, a 'Growth Platform'

Patrick Donachie

CEO Aaron Klein reiterated that it would not move toward asset management, but would orient the firm, and its identity, "to seize the growth space.”

HIGH NET WORTH

New York’s Empty Office Buildings Lure Rich Families Hunting Bargains

Natalie Wong and Amanda Albright

Smaller investors are replacing institutional buyers, seeing an opportunity in the long-coveted real estate market.

SPONSORED WEBINAR

Leveraging ESG and Climate Data in Client Conversations

Sponsored by CapIntel

This webinar on May 16th will cut through the noise and break down how to properly leverage ESG and climate data so you can better connect with your client.

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