Morning Memo
 
Wealth Management Morning Memo

JUNE 4, 2022

ALTERNATIVE INVESTMENTS

Roubini: Stay Away From Crypto

During a talk at WealthManagement EDGE, NYU Stern School of Business Professor of Economics Nouriel Roubini questioned whether cryptocurrencies should be considered currencies at all.

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FIXED INCOME

Roubini Sees a ‘Hard Landing’ for the Economy

There has never been a time when both inflation rose higher than 5% while the unemployment rate was below 5% that the country didn’t experience a hard landing when the Fed raised interest rates to try to reduce inflation, NYU’s professor of economics said at WealthManagement EDGE.

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WHITE PAPER

Advising Clients On Retirement In A Changing Tax Landscape

With the potential for major changes to the tax code, investors need smart, flexible tax strategies that can help them maximize returns. Know the tax strategies that help advisors differentiate themselves.

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INDUSTRY

WealthManagement.com Announces 2022 'Wealthies' Finalists

The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.

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WEALTHMANAGEMENT EDGE

RIAs on the Edge of Growth

A number of advisors at various stages of growth speak about the top challenges they face trying to get their businesses to the next level—and a common theme stands out.

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SPONSORED CONTENT

White Paper: The New Trends In Behavioral Finance

An estimated 45% of consumers with over $100,000 in assets changed their advisor in the two years prior to 2020 because they wanted a more digital experience. Learn more about the latest trends in behavioral finance.

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INDUSTRY

How Do You Steer Clients Steadily During Market Drops?

At WealthManagement EDGE, several industry leaders spoke about how to guide investors through tumultuous markets and the value of reducing client anxiety.

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INDUSTRY

Kitces: ‘You Can’t Scale Advice With Technology’

Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.

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SPONSORED WEBINAR

Help Identify What’s “Better Enough” for You and Your Clients

This webinar on Tues. June 7th, will share a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process.

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ESTATE PLANNING

Where Should Clients Keep Estate Planning Documents?

Four recommendations to help avoid potential pitfalls.  

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REAL ESTATE

Flashing Yellow Signs

The high rate of inflation and the Fed's plans to raise interest rates could slow the commercial real estate sector's momentum.  

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HIGH NET WORTH

Growing Number of Crypto Investors Seeking Second Citizenships

Investment migration programs complement cryptocurrency as they allow for further access to self-sovereignty, freedom of travel and, most importantly, access to becoming a global citizen.  

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RETIREMENT PLANNING

Is a Roth IRA Conversion the Right Move?

Client’s age, investment time horizon, the value of assets being converted and current and future tax brackets are among the factors to consider.  

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