WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 9, 2023

REAL ESTATE

After a Rough 2022, Publicly-Traded REITs Look to Rebound

Higher interest rates and a potential recession may already be priced into REIT stocks and strong balance sheets have them positioned to weather any coming storms.

FULL ARTICLE

Advertisement

ESTATE PLANNING

Planning for the Middle Rich

Practical advice to serve those types of clients.

FULL ARTICLE

SPONSORED WEBINAR

Wealth Management and Retirement Plan Advice: The Key to Long-Term Growth

This webinar on Jan. 24th will review the findings of new research on wealth managers and retirement plan advisors and provide insights that can give advisors in either camp a competitive edge as the market evolves.

REGISTER NOW

INDUSTRY

Goldman Sachs Adds Former Raymond James Team to Custody Platform

Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.'

FULL ARTICLE

INDUSTRY

Ex-Banker Eyes M&A After SPAC Deal Forges $60B Wealth Firm

Michael Tiedemann is hunting further deals after creating one of the largest publicly traded money managers catering to the super-rich.

FULL ARTICLE