WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 17, 2023

REGULATION AND COMPLIANCE

Oklahoma Becomes 40th State To Adopt Best Interest Annuity Rules

The state became the latest to finalize regulation or legislation based on the standard set by the National Association of Insurance Commissioners to align annuity rules with Reg BI.  

FULL ARTICLE

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REAL ESTATE

Seven Takeaways from Preqin’s Guide to the U.S. Real Estate Investment Universe in 2023

In spite of recent market volatility, the firm concluded asset managers’ activity in the U.S. real estate market remained stable.

FULL ARTICLE

WHITE PAPER

Client-Facing Technology Will Power Growth

Wealthtech survey shows a strong year for tech investments.

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ADJUSTED FOR RISK PODCAST

Revisor Group President and CIO on Overlooked Markets, Themes

Revisor Group founder and President Landon Jones and CIO Ethan Dunbar provide their investment outlook for the second half of 2023.

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RIA NEWS

New Jersey Wealth Advisor Pathstone to Buy Multifamily Office Veritable

Veritable has 200 clients with average assets of more than $75 million each.

FULL ARTICLE

SPONSORED WEBINAR

Navigating the Crossroads: Exploring the Intersection of Emerging Markets and Commodities in Today’s Financial Landscape

Join us on Mon. July 31st to discuss the dynamic relationship between emerging markets and commodities in today's financial landscape, the opportunities and challenges presented by this intersection and, the strategies for capitalizing on these trends from the perspective of category experts.

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