Morning Memo
 
Wealth Management Morning Memo

SEPTEMBER 12, 2023

RIA NEWS

Homrich Berg Founder Stepping Down as CEO

President Thomas Carroll will take over the role from Andy Berg on Jan. 1.

FULL ARTICLE

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RIA NEWS

The Custodians Are Coming

Are your custodians eyeing your clients? ‘The margins are there,’ said one RIA CEO.

FULL ARTICLE

WHITE PAPER

Create Successful Connections Using Client Personas

Personalize your marketing strategy to attract the clients you want.

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RPA EDGE

What are the Biggest Opportunities and Challenges facing 401(k) Plans Today?

Leaders from major RPA record keepers gathered to discuss during a think tank and roundtable discussions at the 2023 WealthManagment.com Industry Awards

FULL ARTICLE

REAL ESTATE

Why One Non-Traded REIT Says It’s a Great Time to be a Private Lender

FS Credit REIT invests in short-term, floating-rate loans. But it notes its strategy is different from many debt funds in the market today.

FULL ARTICLE

WEBINAR

Bonds Are Back: Why Investors Should Look at Bonds Now

Explore the resurgence of high-quality bonds in the face of economic uncertainty. Join Amundi US experts on September 18, 4:00 PM ET, to uncover their potential and correlation with equities.

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