Wealth Management Morning Memo

AUGUST 10, 2022

PHILANTHROPY

Philanthropy Misconceptions

Randy A. Fox

Think Bezos, Buffett and Musk have it wrong? Think again.

REGULATION AND COMPLIANCE

NASAA Extends Comment Period on Non-Traded REITs Guidance

Patrick Donachie

While representatives of the Institute for Portfolio Alternatives warn of the proposal’s “chilling effect” on brokers, state regulators are asking why REIT customer complaints remain elevated.

WHITE PAPER

Risk Is Personal

Sponsored by Orion Advisor Tech

Learn tricks to make client goals come alive in new ways.

MARKETING

The Facts About Digital Marketing for Financial Advisors

John Capuano

Like it or not, you are in the digital space. Here’s how to start using it to your advantage.

ALTERNATIVE INVESTMENTS

Franklin CEO Warns Bitcoin Distracts From ‘Greatest Disruption’

Josephine Walker and Annie Massa

The real game changer is blockchain technology, says Jenny Johnson.

SPONSORED WEBINAR

The Search for Inflation Protection with Real Assets

Sponsored by Magnifi by TIFIN

Join this upcoming webcast on August 17th as our presenters examine how advisors can protect client portfolios during times of inflation. You'll learn what's driving inflation, and why it's likely to stay higher for longer.