Morning Memo
 
Wealth Management Morning Memo

JULY 20, 2022

HIGH NET WORTH

Halving a House Can Cause Headaches

Adding a child’s name to a deed may not be a good idea.

FULL ARTICLE

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401KTV

401(k) Real Chat: Jamie Hopkins

Retirement industry thought leaders answer three probing questions on critical issues providing an open, honest and candid dialogue.

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EXCLUSIVE RESEARCH

Retirement Income Planning in a World of Greater Risk

The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years.

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REAL ESTATE

The Higher Cost of Capital is Beginning to Erode CRE Asset Prices

A bid/ask gap has emerged between buyers and sellers and real estate investors attempt to navigate the shifting economic climate.

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ETFS

Wall Street Set for New ETF Gold Rush as Single-Stock Era Begins

At least 85 more single-equity ETFs are planned by 37 companies.

FULL ARTICLE

SPONSORED CONTENT

Is Managing Portfolios Taking Time From Your Clients?

BlackRock model portfolios can rebalance when needed, giving you time for clients.

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Podcasts

RIA EDGE PODCAST

Matt Cosgriff on the Journey to $2 Billion in AUM

Bergen KDV's Matt Cosgrill discusses the growth strategies used by the company to expand its wealth management business.

Sponsored by Schwab Advisor Services

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MINDY DIAMOND ON INDEPENDENCE

An Expert's Advice on Creating a Referral Engine

Bill Cates, President, Referral Coach International, shares his best tips to create your own referral process.  

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SPONSORED WEBINAR

The Surprising Truth About the Future of Bonds

Join this webinar on July 28th to hear the Helios team discuss the quantitative data behind how bond valuations, duration, and yield come together in a surprising way that provides clear expectations.

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