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Wealth Management Morning Memo

MARCH 25, 2023

INDUSTRY

First Republic Advisors Look to Jump Ship Amid Uncertainty

Diana Britton

The situations with First Republic and SVB pose yet another cautionary tale for advisors affiliated with banks.

FULL ARTICLE

REAL ESTATE

Real Estate Investors Brace for a Liquidity Squeeze Amid Bank Sector Turmoil

Beth Mattson-Teig

The failures of major regional banks last week have created a new round of uncertainty for real estate capital markets.  

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

New Research On The 2023 Wealth Management M&A Outlook

In partnership with Skyview Partners, Cambridge and Bluespring Wealth Partners

Discover the forces that are driving advisory firm M&A, the challenges the advisory businesses faces, and the importance of technology and human resources as factors shaping the delivery of advice.

LEARN MORE

TECHNOLOGY

Takeaways From the 2023 T3 Conference

Davis Janowski

Our technology columnist shares some of his thoughts on the pro- and antigenerative AI hysterics, as well as cybersecurity and some providers worth mentioning.  

FULL ARTICLE

REGULATION AND COMPLIANCE

Former Morgan Stanley Advisor Charged With Defrauding NBA Players

Patrick Donachie

According to the SEC, Darryl Matthew Cohen steered the money for his own use and to fund his son’s basketball league.

FULL ARTICLE

WHITE PAPER

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ALTERNATIVE INVESTMENTS

Diversifying Beyond the 60/40 Portfolio: Part 2

Larry Swedroe

Investors can improve the odds of achieving their financial goals by including alternative investments in their portfolios.  

FULL ARTICLE

ETFS

The 20 ETFs with the Worst One-Year Returns

Aniket Ullal, CFRA Research

Cannabis ETFs were among those posting the worst returns over the last year.

FULL ARTICLE

SPONSORED WEBINAR

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Sponsored by SS&C Advent

Join us for this insightful webinar on Mar. 28th as we discuss how to leverage technology to provide your clients with information on their various interests and more!

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PEOPLE

Executive Shake-Up at Skience

Rob Burgess

The sudden departure of president Marc Butler comes close on the heels of the exit of two other top executives.

FULL ARTICLE

FIXED INCOME

Are the Fed’s Actions Crushing Investors’ Expectations?

Eben Burr

Advisors can address client concerns about a Fed-induced recession by examining expectations and accounting for worst-case scenarios.  

FULL ARTICLE

RIA NEWS

Multiple Law Firms Investigating Focus Financial Take-Private Sale

Ali Hibbs

Several law firms are looking into whether Focus’ board members breached their fiduciary duties in agreeing to the sale at $53 per share.  

FULL ARTICLE

REAL ESTATE

Liquidity, Allocation Concerns Contribute to Real Estate Secondaries Deal Flow

Buck Wargo

Last year marked a record for global sales of real estate secondary transactions. Asset managers expect 2023 to beat that figure.

FULL ARTICLE
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