WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

MARCH 21, 2022

PEOPLE

Financial Advisor Runs for Republican Nomination in Michigan Governor's Race

Michael Markey, the head of Legacy Financial Network, has submitted signatures to compete for the Republican nomination to unseat Democratic Gov. Gretchen Whitmer, according to the Detroit News. Additionally, an Montana-based advisor is running as an independent to unseat a Republican incumbent in Congress.

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CELEBRITY ESTATES PODCAST

David Bowie and Other Musicians Under Pressure to Sell Their Catalogs

A musician's catalog is a complex asset and requires specific planning both before and after a transaction.

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SPONSORED CONTENT

Investment Implications of Russia’s Invasion of Ukraine

Read our in-depth analysis of the potential investment implications from the Russian invasion of Ukraine as viewed by asset managers on the CAIS platform.

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REAL ESTATE

Co-Working Comeback Demonstrates the Staying Power of Flexible Office

Co-working operators are experiencing a higher percentage of workers returning to the office than traditional landlords.

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RETIREMENT PLANNING

Plan for Retirement? Millennials Don’t See the Point

A new study finds 45% of investors aged 18 to 35 are waiting for more “normal” times to start saving.

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FASTCHAT VIDEO

Maximizing the Pooled Employer Plan Opportunity

Watch as Ted Schmelzle, Second Vice President, Customer Operations at Securian Financial Group discusses maximizing the pooled employer plan opportunity.

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Podcasts

THE HEALTHY ADVISOR PODCAST

Finding Balance With Dr. Travis Parry

When his father passed away suddenly, Dr. Travis Parry, then a financial advisor, fell into a workaholic trap, as he had to clean up the financial mess left behind. He’s since devoted his career to helping advisors not fall victim to the same traps.

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RPA EDGE PODCAST

Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans

Wise Rhino CEO Dick Darian discusses the differences between RPAs and wealth management, and why RIAs are starting to use DC plans to find more clients.

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SPONSORED WEBINAR

Investing in Human Capital

In this webinar on Thursday, March 24th, renowned behavioral economist Dan Ariely, Co-founder & Partner of Irrational Capital will discuss the link between human capital and equity value.

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