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DECEMBER 9, 2021

HIGH NET WORTH

Nine Year-End Planning Tips for HNW Clients

Pamela Lucina

What is one thing you would advise clients to do prior to the end of 2021?

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INDUSTRY

The Dark Side of Dealmaking

Diana Britton

The RIA M&A market may be hot, but advisors should proceed with caution, said speakers at the MarketCounsel Summit this week.

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INDUSTRY

Wealth Enhancement Group Acquires Calif.-Based Vivid Financial Management

Patrick Donachie

The addition of the $674 million firm will boost WEG’s total number of client assets above $55 billion; it’s the company’s 16th deal in 2021.

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REAL ESTATE

Highlights from CBRE’s 2022 U.S. Real Estate Outlook

WMRE Staff

A strengthening economy will deliver strong fundamentals across all CRE property types and drive robust investment sales activity.

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