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Wealth Management Daily Memo

MAY 8, 2023

REAL ESTATE

Publicly-Traded REITs Were Flat in April, Remain Up for the Year

David Bodamer

Healthcare and residential REITs led the way with gains over 4% in April. Some other segments were down 2% during the month.

FULL ARTICLE

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REGULATION AND COMPLIANCE

FINRA Fines Centaurus, Ex-Broker for Recommending More Costly UITs, REITs to Clients

Patrick Donachie

FINRA settled the charges with the firm and Donnie Ingram, claiming that Centaurus failed to properly supervise the recommendations Ingram was making to clients.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Financial Advisors Turn Focus to Income Assets

In partnership with Nasdaq

Discover how advisor investment decisions are changing—and are likely to evolve—given current market and economic conditions.

LEARN MORE

RPA EDGE

The Enduring Wisdom of Fred Reish

Fred Barstein

Lessons learned from recent defined contribution plan litigation.

FULL ARTICLE

MUTUAL FUNDS

AI Won’t Beat the Market Any Better Than Wall Street

Nir Kaissar

ChatGPT isn’t going to be a stock-picking genius.

FULL ARTICLE

SPONSORED CONTENT

Fostering a Healthy ETF Ecosystem

Sponsored by Morgan Stanley Investment Management

The capital markets team supports clients in understanding and executing ETF trades.

LEARN MORE

Podcasts

THE WEALTHSTACK PODCAST

Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

Shannon Rosic

Catchlight's Yelena Melamed details how AI is being used as a tool to support the human work of financial advice.

LISTEN NOW

ADVISOR INNOVATIONS PODCAST

How Larry Swedroe Helps Advisors Make Sense of Investments

David Armstrong

The head of financial and economic research at Buckingham Strategic Wealth talks 'dumb indexes,' 'smart beta' and intelligent design.

LISTEN NOW

SPONSORED WEBINAR

Going Global with Equities: The Balanced Approach

Sponsored by Amundi US

Join on May 11th for a comprehensive assessment of how to assist clients when investing in international, global equities and finding potential solutions despite these new challenges and realities.

REGISTER NOW
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