WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

NOVEMBER 13, 2023

REAL ESTATE

Institutions Lean on REITs to Complete Real Estate Portfolios

The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments.

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RPA EDGE

401(k) Industry Sends Urgent Call to Wealth Advisors

Convergence and the growth of new plans are beyond what RPAs can handle.

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SPONSORED CONTENT

Client-Approved Social Security Guide

Provide Social Security insights and actionable planning steps.

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ADJUSTED FOR RISK PODCAST

Uncovering the Expectations of Millennial Investors

Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.

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HIGH NET WORTH

A Closer Look at the Technology Reshaping Family Offices

Band-aid solutions will no longer work.

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