WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 30, 2022

“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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RPA Edge

What to Do When Your Plan's Record Keeper or Advisor is Acquired

Doing nothing is not a viable option.

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WMIQ RESEARCH

Retirement Income Planning in a World of Greater Risk

The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years.

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Industry

Powell’s Tough Talk Leaves Stocks and Dollar on the Edge

Now that the dust has settled, here are four views on the direction of the main assets in the coming months.

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WHITE PAPER

The 2022 Advisor Volatility Toolkit

Calm client worries. Download the ‘22 Advisor Volatility Toolkit.

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Technology

Bitcoin May Have Hit a Floor After Powell's Speech

The largest cryptocurrency is down about 6% since Powell’s hawkish Aug. 26 Jackson Hole speech.

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