Morning Memo
 
Wealth Management Morning Memo

JUNE 14, 2024

INDUSTRY

BNY Pershing Lays Off Business Consulting Group, Product Staff

Sources close to the company say the clearing and custody firm has let go of its business consulting group and half a dozen people in its product group, just a week after its annual INSITE conference.

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ALTERNATIVE INVESTMENTS

Study: Insurers Lowering Premiums for RIAs on Crypto Investment Coverage

According to data from insurance brokerage firm Golsan Scruggs, premiums have dropped by about half over the past year.  

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WMIQ RESEARCH REPORT

Increased M&A Interest Aligns with Steadily Climbing Firm Valuations

Opportunity awaits as financial advisors navigate and capitalize on stable economic environments.

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ESTATE PLANNING

Corporate Transparency Act Q&A

Our experts provide answers to some common questions.

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DIAMOND PODCAST FOR FINANCIAL ADVISORS

An Attorney's Advice on Buying, Selling or Transitioning Your Business

Attorney Corey Kupfer offers advice to all advisors, whether considering change or not, including perspectives on contractual obligations and potential landmines one might encounter in a move.

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WHITE PAPER

Net Lease Sector Anticipates More Velocity Ahead for 2024

Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook.

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