WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

APRIL 15, 2022

ADVISOR CHANNELS

M&A Players Call The Top for RIA Valuations

Valuations for RIA firms are flattening, but the war for talent is on the rise, say two of the largest RIAs in a virtual discussion with consultant Advisor Growth Strategies.

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THE PUZZLER

Peripheral Vision and Other Commonsense Mindbenders

The puzzles here call on scientific theories and a bit of logic to drive home principles that we all once knew but maybe forgot.

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SPONSORED WEBINAR

Finding Consistency and Stability in the current Global Environment

During this webinar on Tues. May 3rd, our presenters will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why we believe investors could benefit from that approach.

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ADVISOR INNOVATIONS PODCAST

Max Schatzow on the SEC’s New Rules for Advisor Marketing in 2022

The founder of RIA Lawyers dissects the new rules and compliance regulations surrounding marketing for advisors.

Sponsored by LPL Financial

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REAL ESTATE

How to Invest in the Office Sector and Reap Rewards

The sector is now at a major inflection point as occupancy rates started to rise.  

FULL ARTICLE