WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 29, 2022

Focus Partner Buckingham Strategic Wealth Acquires Dental-Focused RIA

The latest Focus tuck-in adds $140 million in AUM and expands Buckingham’s Northwest presence.

FULL ARTICLE

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High Net Worth

Newman's Own Estate Fight

Paul Newman’s daughters sue the Newman's Own foundation alleging contributions to their designated charities were improperly reduced.

FULL ARTICLE

Real Estate

“Predatory” Mini-Tender Offers Highlight Liquidity Challenges for Real Estate Alts

Mini-tenders have been a thorn in the side of non-traded REIT sponsors, and they are also on the receiving end of backlash from other industry participants.

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Equities

Meme Stock Mania Is Here to Stay

“Meme stocks are just another way that retail investors are getting engaged with the market.”

FULL ARTICLE