Morning Memo
 
Wealth Management Morning Memo

OCTOBER 17, 2023

Fifteen of the Best Investment Books of All Time

WealthManagement.com asked readers to nominate the investment book that most helped them in their investing careers.

FULL ARTICLE

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RIA NEWS

Sanctuary Wealth to Focus on M&A in Next Chapter

“It’s not really a matter of if; it’s a matter of when Sanctuary is more acquisitive in the marketplace,” said Sanctuary CEO Adam Malamed.  

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WHITE PAPER

Now Is a Good Time to Review Strategies for Estate Taxes & Gifting

Consider taking advantage of current higher exclusions of gifting.

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RPA EDGE

The Curse of Knowledge: How it Hurts and Limits the 401(k) Industry

Using archane language without defining it is demeaning and will alienate clients and prospects, not impress them.

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REAL ESTATE

“Now Is the Time to Start to Look for Assets” Say Co-Founders of a New Real Estate Investment Platform

Recently launched Alpaca Real Estate plans to take advantage of the dislocation in capital markets to invest in sectors with strong operating fundamentals and drive alpha through “innovative operating platforms.”

FULL ARTICLE

Investment Strategies

Top RIAs on The Current Investing Climate: NewEdge Wealth

CIO Cameron Dawson is maintaining a focus on quality, especially with large-cap high-quality biotech equities.  

FULL ARTICLE

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