Morning Memo
 
Wealth Management Morning Memo

JANUARY 17, 2023

MY LIFE AS A CLIENT

Spoiled by the Personal Touch

A lot can be learned listening to clients’ experiences working with financial advisors—good and bad. We talked to Dennis Shirshikov, a strategist with Awning, a real estate investment platform.

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INSURANCE

Recent Developments in Split-Dollar Arrangements

Planning tips when using this insurance strategy.

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RIA NEWS

RIA Edge Roundup: $12.6B+ in Assets on the Move

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.

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HIGH NET WORTH

A Subway Sale Would Yield Billions for Heirs of Its Late Founders

A sale could attract private-equity firms and value the closely held business at more than $10 billion, Bloomberg News reported Wednesday, though the plans are still in an early stage.

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