Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 18, 2023

CLIENT RELATIONS

Advising Childless and Child-free Clients

When children will never be in the equation, advisors solve for different variables.

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RPA EDGE

The 10 Most Impactful People in the 401(k) Industry

The contributions from members of this group resulted in something new and impactful, good or bad, and they are still active in the same or similar role where they continue to have the opportunity to affect the industry.  

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WHITE PAPER

Solve the Breakaway Challenge with an Integrated Wealth Platform

Turn unified technology into a powerful recruitment and retention tool.

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RIA NEWS

Focus Shareholders ‘Frustrated’ by PE Firm’s Offer

Some shareholders say the $4.1 billion price tag for Focus Financial is too low and doesn’t reflect the trajectory and future of the business—and many hope for a way to remain invested.  

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REGULATION AND COMPLIANCE

SEC Commissioners OK Proposed Custody Rule Changes

If finalized, the amendments could expand the rule’s scope to further include crypto assets.

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HIGH NET WORTH

America's Priciest Neighborhoods Are Changing as the Ultra-Rich Move to Florida

Real estate values in wealthy neighborhoods are reflecting broader pandemic migration.  

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RIA EDGE

RIA Edge 100: The Mather Group

The Mather Group has grown by more than 700% over the past five years, due to an active M&A pipeline, a mysterious lead-generation strategy and a 'truly professional' CEO.

RELATED:  The RIA Edge 100: Growing Above and Beyond

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REAL ESTATE

Private Assets Like CRE Can Create a ‘New’ 60-40 Model for Portfolios

Investments like real estate and other private markets can generally weather difficult market conditions better than their more liquid counterparts and, over the long run, have historically provided higher returns and lower volatility.  

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ALTERNATIVE INVESTMENTS

Workforce Housing Is a Steady Alt Investment in Recessionary Times

The fundamentals point toward immediate and attractive risk-adjusted returns.  

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BUSINESS PLANNING

How to Immediately Drum Up New Business

Three tried-and-true best practices to get more clients.  

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INSURANCE

Pay Attention to Term Conversion

The insurance company may be allowed to alter the deal during the contracted term.  

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