Morning Memo
 
Wealth Management Morning Memo

MAY 22, 2024

WEALTH MANAGEMENT EDGE

Making a Business Case Moves Diversity Initiatives Forward

While making the case for improved industry diversity is “not a sprint,” showing the financial imperative for doing so is the best way to convince leaders, according to participants during the Focused on the Future Think Tank at Wealth Management EDGE.

FULL ARTICLE

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WEALTHSTACK ROUNDUP

Ron Pruitt Named Orion Wealth Management President

Also, Sanctuary Wealth appoints Robert Coppola as chief technology officer, DriveWealth hires new executives and Commonwealth Financial Network partners with iCapital.

FULL ARTICLE

WMTV ON LOCATION

The Benefits of CIO Outsourcing

Using a third-party CIO can help advisors reclaim time and improve client outcomes.

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ALTERNATIVE INVESTMENTS

Report: For Optimal Real Estate Performance, Blend Public and Private Assets

A new report from J.P. Morgan Asset Management examines how different ratios of public to private real estate holdings affect returns and volatility.

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

Taking Advantage of Market Inefficiencies Through Distressed Investing

Schultze Asset Management's George Schultze discusses distressed investing.

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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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