Morning Memo
 
Wealth Management Morning Memo

SEPTEMBER 14, 2023

RIA NEWS

Goldman Sachs’ Adam Siegler to Lead Firmwide RIA Strategy

Despite Goldman Sachs’ sale of its Personal Financial Management unit, the Wall Street firm says it’s doubling down on serving registered investment advisors. “We don’t want to compete with RIAs. But we want to serve RIAs,” said a Goldman Sachs exec.  

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INSURANCE

Capital Split Dollar Programs Explained

This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.

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RESOURCE CENTER

The RIA Edge 100: Growing Above and Beyond

The RIA Edge 100 looks to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base.

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REAL ESTATE

REITs Report Strong Balance Sheets During the Latest Quarterly Results

Publicly-traded REITs are largely relying on unsecured debt at fixed rates, avoiding some of the rancor caused by rising interest rates.

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RETIREMENT PLANNING

Inflation Is Dashing Retirement Plans as Investors Wake to Reality of Price Surges

A new report says higher costs are causing many to downsize visions of a comfortable life after their careers end.

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SPONSORED CONTENT

Longevity Conversations: Why Start Now?

What does “life longevity” mean for your clients?

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THE WEALTHIES

Relive the 2023 WealthManagement.com Industry Awards

The ninth annual awards were held on Sept. 7 at the Ziegfeld Theater in New York City, honoring 80 companies and executives in the wealth management space.

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Rising Stars of the Year Honorees

The 2023 rising stars include a TikTok influencer, multiple RIA CEOs, a digital marketing savant and more.

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WEBINAR

Add “Quality Control” to Client Portfolios

Join us on September 21, 2023, at 2:00 PM ET, as we explore the importance of quality stocks in navigating market uncertainty post-Fed rate hikes and how they outperform historically.

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