Morning Memo
 
Wealth Management Morning Memo

JULY 5, 2023

New Halo Investing CEO Outlines Goals

Matt Radgowski steps in to lead the eight-year old firm that specializes in offering access to protective investments including structured notes, market-linked CDs, buffered ETFs and annuities.

FULL ARTICLE

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HIGH NET WORTH

Former Wealth Magnets Are Losing Their Luster

More millionaires are forecast to move to new countries in 2023 and 2024 than ever before.

FULL ARTICLE

TECHNOLOGY

Direct Indexing Doesn't Have To Dwell On The Past

The strategy and technology that carries it out creates a different set of forward-looking questions where accurate future projections will become increasingly more important.

FULL ARTICLE

RESOURCE CENTER

Ultra-Low Cost Advisory & BD Platform

Yes, it’s true at United Planners.

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CLIENT RELATIONS

The Problem with Saying ‘She’s in a Better Place’

Grief comes with mixed emotions. Help a client work through both their financial issues and their emotional struggles, and you’ll have a client for life.

FULL ARTICLE

SPONSORED WEBINAR SERIES

Key Takeaways from the Alternative Investments Benchmarking Study

This webinar series will present the highlights of the research, discuss what advisors are looking for, and where they and their clients are headed with alternative investments.

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