WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 26, 2023

Raymond James Adds Advisors, Despite Recruiting Challenges

Raymond James ended the quarter with advisor headcount of 8,699, up 235 year-over-year and 18 sequentially.

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Investment

Investing in Deflation, Inflation and Stagflation Regimes

Adding factor exposures to traditional portfolios can significantly reduce tail risk while also enhancing efficiency.

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SPONSORED CONTENT

8.05% at 65

Lifetime non-reducing income with annual step-up. Get an Edge.

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REAL ESTATE

How Indiana University Students Are Deploying Their Own Private Equity Real Estate Fund

Business students at the school have recently launched their own private equity real estate fund, which aims to deliver returns to real-life investors. Here’s how they raised the money and plan to deploy their capital.

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REGULATION AND COMPLIANCE

The Price Is Right for Morgan Stanley Bankers’ WhatsApp Lapses

After its SEC settlement, the securities firm points the finger at its own employees.

RELATED:  Morgan Stanley Fines Its Bankers Over Messaging Breaches

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RESOURCE CENTER

What Firms Can Do to Attract Advisors to Join Their Firm

Respondents feel they should receive more support in the following areas.  

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Podcasts

THE HEALTHY ADVISOR PODCAST

Beating the Odds and a Fresh Perspective on Life With Robert Steinberg

Very few people survive the so-called “widow maker” heart attack. Fortunately, advisor Robert Steinberg has lived to tell the tale, and the experience has changed his life.

Sponsored by Allianz Life Insurance Company of North America
 

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INSIDE ETFS PODCAST

Brett Orvieto’s 2023 Investment Outlook

Dakota Wealth Management's Brett Orvieto details where opportunities exist in equity and fixed income markets in 2023.

Sponsored by Schwab Asset Management

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SPONSORED WEBINAR

SECURE Act 2.0: New Plan Incentives for Employers, Employees, and Advisors

Join this webinar on Feb. 9th for a deep dive into associated incentives and opportunities with new plan creation. This presentation will help advisors understand this monumental legislation intended to increase the availability of, and participation in, retirement savings plans.

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