Morning Memo
 
Wealth Management Morning Memo

OCTOBER 21, 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

TECHNOLOGY

eMoney Unveils Product Roadmap At Summit

Several customization and collaboration enhancements to the Decision Center, including full, unlimited editing, are now available, with more on the way.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

New Research Details Shift In Attitudes Toward Alternative Investments

According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts.

DOWNLOAD NOW

“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

PEOPLE

Former WEG COO Terri Kallsen Joins Joe Duran’s Rise Growth Partners

Joe Duran has named Terri Kallsen, former WEG and Schwab executive, as managing partner and senior operating advisor at Rise Growth Partners.  

FULL ARTICLE

WEBINAR

Donor Advised Funds vs. Private Foundations

Join us on October 24 to unravel the nuances between Donor Advised Funds and Private Foundations, gaining expert insights for strategic philanthropy.

REGISTER NOW

RIA NEWS

Fidelity Unveils Resources to Help Advisors Go Independent

The new Fidelity Independence Hub offers information and tools for advisors thinking about striking out on their own.  

FULL ARTICLE

RIA NEWS

Beacon Pointe Completes First Wirehouse Breakaway Acquisition

Beacon Pointe is looking to the wirehouses to bring over talent and assets at lower multiples.

RELATED:  Beacon Pointe Pens Two More Deals Totaling $940M in AUM

FULL ARTICLE

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.  

FULL ARTICLE

REGULATION AND COMPLIANCE

White House Meetings Mark Final Step Before New DOL Fiduciary Rule

The Labor Department's latest attempt at amending its fiduciary definition is currently under consideration by the White House’s Budget Department and is expected to be released for comment soon.

FULL ARTICLE

INDUSTRY

Morgan Stanley Asset Growth Slows in Q3

New new assets gathered in the wealth management division were down 60% sequentially, but CEO James Gorman said these numbers tend to bounce around.

RELATED: 
Merrill Lynch on Track for Record Year in Client Acquisitions
Goldman Sachs to Shift PFM Resources Toward the Ultra High Net Worth



FULL ARTICLE

PHILANTHROPY

Four Strategies for Donating a Home to Charity

It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs.

RELATED:  Passing Down a Home in a QPRT

FULL ARTICLE

CONNECT WITH US

EVENTS

Image
Inside ETFs | RIA EDGE | WealthStack
 

RESOURCES

COMMUNITY

LinkedIn Twitter Facebook
YouTube Google News RSS

 

 

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

WealthManagement.com | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158
© 2023, Informa USA, Inc., All Rights Reserved.

 

 

Manage Subscriptions | Archive | Advertise | Privacy Policy
 
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -