For the best website experience, we recommend using the latest version of Chrome, Firefox or Safari

JANUARY 7, 2023

RETIREMENT PLANNING

Revised Retirement Rules in the SECURE Act 2.0

Bruce D. Steiner and Denise Appleby

New law includes significant changes to the rules for individual retirement accounts and employer plans.

FULL ARTICLE

INDUSTRY

Alvarium Tiedemann SPAC Lists on Nasdaq

Diana Britton

Cartesian Growth Corporation has closed on its deal to merge with RIA Tiedemann Group and wealth and investment manager Alvarium Investments. The combined firm began trading under the ticker 'ALTI.'

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The 2023 Wealth Management M&A Outlook

In partnership with Skyview Partners, Cambridge and Bluespring Wealth Partners

A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.

DOWNLOAD NOW

CAREERS

Ten Ways Advisors Can Set Themselves Up for Success in 2023

Jason Diamond

The new year can be an opportunity to take stock and reflect.

FULL ARTICLE

REAL ESTATE

Fannie, Freddie Are Still Providing Attractive Terms. But Demand from Borrowers Has Fallen.

Bendix Anderson

Not many multifamily investors are eager to take out acquisition or refinancing loans right now.

FULL ARTICLE

EQUITIES

How Well Do You Remember 2019?

John Kador

A quiz to test your memory of 2019, the year before COVID sent us all into lockdown.

FULL ARTICLE

REGULATION AND COMPLIANCE

DOJ: Arizona 'Advisor' Used $13M in Client Funds to Buy Metals

Patrick Donachie

Flagstaff, Ariz.–based John Lopez promised clients his 'algorithm' guaranteed 10% returns; he faces 20 years in prison for allegedly deceiving clients of his non-registered business, Personal Money Management Company.

FULL ARTICLE

REAL ESTATE

Eight CRE Experts on Their Outlook for the New Year

Mary Diduch

Eight commercial real estate pros offer insights on what they expect to unfold in 2023 amid a challenging macroeconomic environment.

FULL ARTICLE

ESTATE PLANNING

Estate Planning New Year’s Resolutions

Thomas Tietz and Martin M. Shenkman

Here’s a sample letter encouraging clients to formulate commitments for 2023.

FULL ARTICLE

ESTATE PLANNING