Wealth Management Morning Memo

JANUARY 26, 2022

INDUSTRY

Southwestern Investment Group Becomes Independently-Owned, With Merchant's Help

Diana Britton

Merchant provided capital to become a minority investor in Southwestern Investment Group, as well as the debt facility for the principals and their advisors to buy their shares from the hybrid RIA's parent company.

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BUSINESS PLANNING

Adding to Your Team? Consider a Performance Reporting Analyst

Matt Sonnen

As RIAs grow from at record rates, it's important to keep pace.

FASTCHAT VIDEO

The Value of a Boutique Recordkeeper

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Watch as Steve Chappell, National Sales Vice President - Retirement Plans at Securian Financial discusses the value of a boutique recordkeeper.

ESTATE PLANNING

Now’s the Time to Winterize Those ILITs

Charles L. Ratner

Interest in estate tax liquidity may recede for now, but interest in insulating exposed plans should snowball.

REAL ESTATE

A Look at One Fund’s Strategy for Real Estate in Smaller Markets

Beth Mattson-Teig

Edgewater’s new private equity real estate fund is seeking value-add opportunities in secondary and tertiary markets.

SPONSORED WEBINAR

What Warren Buffett Taught Us About Digital Moats

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