WM Morning Memo
 
Wealth Management Daily Memo

OCTOBER 12, 2024

REAL ESTATE

Public REIT Total Returns Are Up 40% Since October 2023

The shift to a new interest rate environment added more fuel to the fire, pushing REIT total returns up 16.8% in the third quarter alone.

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REGULATION & COMPLIANCE

FINRA Warns Of Phishing Email Scam Impersonating Regulators

The emails started around Wednesday with an attached PDF document that the brokerage regulator warned could include “malicious” content.

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WEBINAR
Tech and Human Insight: Winning SMB Clients with AI

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Discover how integrating the right tech can offer personalized strategies, deeper insights, and efficient portfolio management to set you apart.
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RIA NEWS

Family Office Resource Group Launches To Help RIAs With UHNW Clients

The firm has a growth equity investment from The 4100 Group Financial Services, the backer of several wealth and asset management firms.

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Podcasts

Celebrity Estates: Shannen Doherty and the Importance of Timely Planning

The day before she died, Shannen Doherty finalized her divorce, ensuring her assets would be passed to her chosen beneficiaries.

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Adjusted for Risk: Increase Visibility, Credibility With the SEC's Marketing Rule

WiserAdvisor CEO Rishi Bharathan also talks about quality vs. quantity regarding leads.

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INDUSTRY

Cetera Acquires Protective Life’s B/D, RIA Business

Concourse Financial Group Securities will bring over 350 financial professionals overseeing about $4 billion in AUM to Cetera.

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TECHNOLOGY

Facet Raises Additional $35M

The flat-fee planning firm has now raised $210 million and will use the latest funding to expand its technology and planning services.

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FIXED INCOME

Third Quarter 2024 Economic and Market Review and Outlook

The Federal Reserve’s signaling to market that their next moves will be rate cuts actually makes it more difficult to cut rates.

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RIA NEWS

‘Personalization at Scale’ Is Here

The bad news is, AI will further commoditize the work advisors do. But it won’t take over the advisor’s role as a guide.

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ALTERNATIVE INVESTMENTS

iCapital Rolls Out Streamlining Tool for Advisors Accessing Multiple Investments

The Multi-Investment Workflow tool is aimed at accelerating the adoption of the firm’s model portfolio feature.

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RPA
ETFS

Tax-Busting Tactic Loved by Tech Millionaires Is Coming to ETFs

The Cambria Tax Aware ETF and the Stance Sustainable Beta ETF will each be seeded with the appreciated securities of wealthy investors, who will swap their assets for shares in the funds rather than buy into them with cash.

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