WM Morning Memo
 
Wealth Management Daily Memo

FEBRUARY 14, 2025

REAL ESTATE

Q&A: Public REITs Can Weather Higher Interest Rates

A new analysis from Nareit shows REITs have performed well in high and low interest rate environments.

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ESTATE PLANNING

Say ‘I Love You’ With an Estate Plan

At its core, estate planning is about deep, enduring love—the kind that extends beyond a single day of chocolates and roses

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SPONSORED VIDEO
What Is a CAT Bond?
Learn how CAT Bonds offer investors a unique way to participate in insurance risk.
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PODCAST

The Diamond Podcast for Financial Advisors: The Lifecycle of a Billion Dollar Business

Sweet Financial Partners' Bryan Sweet shares his business growth story, starting with 32 years under Raymond James' broker/dealer, then as an RIA, and most recently selling to Carson Wealth.

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REGULATION & COMPLIANCE

Left on Read: The Cost of Ignoring iMessage Compliance

iMessage isn’t going anywhere, and neither are the regulators.

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FASTCHAT VIDEO
Bringing a Planning Mindset to High Net Worth Clients
Hear more how Wells Fargo Advisors helps professionals with an intentional growth mindset thrive while providing for their high net worth and ultra-high net worth clients.
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INDUSTRY NEWS

Brothers Launch New RIA with LPL; Bluespring Adds Independent RIA

Carmen and Chris Lex leave Corebridge Financial to start Lex Wealth Management with LPL; meanwhile, Bluespring adds a $560M independent RIA.

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