Wealth Management Daily Memo

FEBRUARY 7, 2022

REAL ESTATE

REITs Stumble Out of the Gate in January Amid Broader Market Sell-Off

David Bodamer

Total returns for the FTSE Nareit All Equity Index were down 7.93 percent in the first month of 2022.

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TECHNOLOGY

AssetMark Deploys Prospecting, Marketing Tools

Samuel Steinberger

The firm, with its latest tech, is on a mission to become more than just an asset management platform.

SPONSORED CONTENT

Growing a Client’s Portfolio with High-Conviction Positioning

Sponsored by Morningstar

Three investment ideas for investors to consider in their portfolios.

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CELEBRITY ESTATES PODCAST

Aristotle Onassis and the Impact of International Asset Planning

David H. Lenok

Greek law limited how much money Aristotle Onassis could give Jackie O. after his death.

CAREERS

Leadership Lessons from Zombieland: Know Yourself and Your True Strengths

Rick Williamson

Don't be a hero.

SPONSORED WEBINAR

Discover the Power to Transform Through Active Ownership

Sponsored by Magnifi by TIFIN

Join our panel of experts on Tuesday, Feb. 8th for an interactive discussion about how financial advisors can help clients drive impact on climate change and DEI with their portfolios.