Wealth Management Daily Memo

SEPTEMBER 4, 2018

INDUSTRY

Live Oak Bank Starts Its Own RIA

Michael Thrasher

The regional bank known for lending to advisory firms has started one of its own.

CLIENT RELATIONS

Unlocking Client Gatekeepers

Bradley A. Barros, James H. Jordan and Steven A. Horowitz, Esq.

Getting to yes when your client's trusted advisor blindly says "No."

SPONSORED CONTENT

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Get timely information and innovative solutions to diminish your risk of cyber-attacks.

ALTERNATIVE INVESTMENTS

Despite Rising Interest Rates, Real Estate Offers Opportunity To Investors

Victoria Rock

Long-term trends can—and will—affect real estate positively or negatively, but despite raucous political and economic news, real estate just continues to offer a safe harbor for clients