Morning Memo
 
Wealth Management Morning Memo

AUGUST 30, 2022

NAPFA Offers FP Transitions Program to Members

NAPFA selected FP Transitions to build a custom ‘continuity partner matching’ program for members with vetted buyers, equity plans and valuation services.

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Real Estate

“Predatory” Mini-Tender Offers Highlight Liquidity Challenges for Real Estate Alts

Mini-tenders have been a thorn in the side of non-traded REIT sponsors, and they are also on the receiving end of backlash from other industry participants.

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Estate Planning

Newman's Own Estate Fight

Paul Newman’s daughters sue the Newman's Own foundation alleging contributions to their designated charities were improperly reduced.

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2022 MIDYEAR OUTLOOK

Demystifying Commodity Futures: Contango and Backwardation

Discover how the negative effects of contango, and possible benefits of backwardation can assist investors in a diversified commodity portfolio as well as what they are telling the market about supply and demand.

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RIA News

Focus Partner Buckingham Strategic Wealth Acquires Dental-Focused RIA

The latest Focus tuck-in adds $140 million in AUM and expands Buckingham’s Northwest presence.

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Opinion

Texas’ Answer to ‘Woke’ Investing Looks Kind of Woke

Fiscally irresponsible invective might be nearer the mark.

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High Net Worth

It’s People, Not Simply Assets, Behind the ‘Great Wealth Transfer’

If you understand the people caught up in the “Great Wealth Transfer”—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come.

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