Morning Memo
 
Wealth Management Morning Memo

APRIL 11, 2023

RBC Snags $1B Team From Troubled First Republic Bank

The Todd Halbrook and Adam MacDonald Management Group in Newport Beach, Calif. is departing First Republic a little more than a month after some regional banks collapsed.

FULL ARTICLE

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Industry

Karl Heckenberg Steps Down as CEO of Emigrant Partners

Barry Friedberg, co-chairman of New York Private Bank & Trust, Emigrant Partners’ parent company, will assume Heckenberg’s responsibilities on an interim basis.

FULL ARTICLE

WHITE PAPER

Introduction to Farmland Investing

Amidst today’s heightened market uncertainty, where can investors turn? This paper highlights the unique characteristics of farmland, a historically stable, uncorrelated real asset.

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Practice Management

“Cultural Cues” From Schwab’s Spring 2023 Independent Advisor Outlook Study

Growth at what cost?

FULL ARTICLE

FASTCHAT VIDEO

“Income” is Unlocked with Fixed Income

Why bonds may offer the best period of prolonged returns since the Global Financial Crisis.

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ETFs

REIT Struggles Weigh on Real Estate ETFs

Real estate ETFs are down more than 25% from their peaks. Is now the time to buy or is there more pain ahead for the sector?

FULL ARTICLE

Industry

RIA Edge 100: F.L.Putnam Investment Management

CEO Tom Manning insisted on equity for F.L.Putnam employees before accepting the job and went on to grow the firm’s AUM by 200% in just seven years.

FULL ARTICLE

WealthStack TV

Bob Veres: More Advisors Are Using More Types of Technology

Inside Information's Bob Veres shares the results of the 2023 Advisor Software Survey.  

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Cybersecurity Adoption Among Advisors Remains Low and It Needs to Change

John O’Connell of the Oasis Group offers advice around how to approach the cybersecurity challenge.  

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SPONSORED WEBINAR

Investing For The Long Run: How Hedged Equity Can Help Investors Stay The Course

Join the conversation on Wed. Apr. 12th as our presenters dig into how diversification has failed investors for decades, not just in 2022, and how to navigate this uncertain market.

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