Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 15, 2022

ADVISOR CHANNELS

Sanctuary Announces First Deal in Partnership Program

Sanctuary has taken minority stakes in partner firms Concenture Wealth Management and G Squared Private Wealth to create 6 Degrees, a new entity designed to pursue acquisitions in the Southwest. The deal is a model for future Sanctuary investments, says CEO.

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INDUSTRY

Second Activist Investor Wages Proxy Battle Against Blucora

Activist investor Engine Capital issued an open letter to Blucora shareholders Monday, seeking three seats on the public company’s board of directors.

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FASTCHAT VIDEO

The Value of a Boutique Recordkeeper

Watch as Steve Chappell, National Sales Vice President - Retirement Plans at Securian Financial discusses the value of a boutique recordkeeper.

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REGULATION AND COMPLIANCE

What PTE 2020-22 Means for Advisors

Fiduciary regulation and scrutiny is here to stay.

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REAL ESTATE

Competition Pushes Real Estate Investors into Tertiary Markets

Yields remain greater in smaller MSAs, although the cap rate spread between market types is shrinking.

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