Morning Memo
Wealth Management Morning Memo

AUGUST 9, 2021

CAREERS

'My Office Has Closed. Now What?'

As big firms consolidate, more and more local branch offices are closing—and advisors are wondering what their options are.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

How Crypto Fits Into Goals-Based Financial Planning 

Start having conversations with clients now to retain and reel in both the crypto-haves and the crypto-ready-to-haves.

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SPONSORED WEBINAR

Top Tech Tips for Financial Services Teams Working Remotely

Join this webinar on August 11th at 2pm ET / 11am PT to learn how to stay effective no matter where you are located–regardless of kids, pets or other distractions. Hear from work from home veterans, Diana Ermini of Sage Intacct and Ryan Kerry of KnowLedger, as they share specific technologies and strategies designed to help you create a remote-friendly culture with your team(s).

REGISTER NOW

REAL ESTATE

Crowdfunded Real Estate Transactions More than Doubled in 2020

Advisors, and their accredited investor clients, should take note of this previously niche capital-raising method.

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PEOPLE

Banker to World’s Richest Families Has $3.6 Billion Fortune

Byron Trott, the 62-year-old founder of BDT Capital Partners, has quietly amassed a $3.6 billion fortune, making him as wealthy as some of his better-known clients.

FULL ARTICLE