Morning Memo
 
Wealth Management Morning Memo

AUGUST 3, 2023

REAL ESTATE

HNW Investors Continue to Favor Multifamily, Industrial Real Estate Segments

HNWIs are also showing some interest in newer property segments, such as data centers and SFRs.

FULL ARTICLE

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RIA NEWS

Mission Wealth Announces Acquisition of BHJ Wealth Advisors

It's the third firm the RIA has "acquihired" in 2023.

FULL ARTICLE

FASTCHAT VIDEO

Trends in Structured Notes and How Advisors Can Learn More

Marc Premselaar, senior managing director of capital markets at CAIS discusses trends have influenced structured notes.

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RIA NEWS

Oswego Crest Financial Group Leaves Commonwealth Financial for Steward Partners

The Oregon quartet specialized in retirement planning manages around $230 million in client assets.  

FULL ARTICLE

INSURANCE

Questions Advisors Should Ask About Life Settlement Proposals

The discourse has to move on from marketing platitudes to practical guidance for policyholders and their advisors.

FULL ARTICLE

WHITE PAPER

Grow Your HNW Business with Lending Tech

Help HNW clients with liquidity and enhance your competitive edge.

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WMTV

401KTV

401(k) Real Talk Episode 70: August 2, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

WATCH NOW

PROSPECTING

Why COIs Don’t Refer Business

To build powerful—and reciprocal—relationships with centers of influence, be highly intentional about who you are choosing to partner with, what information you’re sharing with them and how you’re nurturing the relationship.  

WATCH NOW

RESOURCE CENTER

Get to Know Wells Fargo Advisors Financial Network

Learn more ways to run your business independently.

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