WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 19, 2023

REGULATION AND COMPLIANCE

IBD Advisors Tell FSI They'd Rather Retire, Become RIAs Than Employees

For IBD advisors who don’t choose the retirement route, many say they’ll focus on their own RIA business, if they’re reclassified by the DOL as employees, according to a new survey commissioned by FSI.

FULL ARTICLE

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TECHNOLOGY

FNZ Further Expanding US Footprint With YieldX Acquisition

The New Zealand-based wealth management firm looks to further extend its reach into the North American market.

FULL ARTICLE

SPONSORED CONTENT

Active or Passive for Fixed Income?

PIMCO’s David Braun discusses the risk and performance benefits of active management for bonds.

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THE HEALTHY ADVISOR PODCAST

The Art of Mindfulness With Mary Martin

Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.

Sponsored by Allianz Life Insurance Company of North America

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REAL ESTATE

Markets Drive Returns as Much as Property Type in CRE Investing

New research by Archer.re and its partners promotes the strategy of having individual portfolios for each property type within each city to allow investors to make independent real estate investment decisions.

FULL ARTICLE

SPONSORED WEBINAR

Wealth Management and Retirement Plan Advice: The Key to Long-Term Growth

This webinar on Jan. 24th will review the findings of new research on wealth managers and retirement plan advisors and provide insights that can give advisors in either camp a competitive edge as the market evolves.

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