WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 12, 2023

TECHNOLOGY

Second Time Might be the Charm for an Apex IPO

Apex has filed a registration statement today with the SEC for an initial public offering. It's the firm's second attempt after a SPAC deal fizzled out a year ago.

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INDUSTRY

Mariner Accuses Edelman Of Campaign to 'Stifle Fair Competition'

Mariner Wealth Advisors' claims follow Edelman Financial Engines' lawsuit filed last month accusing Mariner of recruiting Edelman advisors, and helping them break non-solicitation agreements.  

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SPONSORED CONTENT

You Can Do Better Than Indexing

Explore low-cost ETFs that target higher expected returns. Dimensional funds are distributed by DFA Securities LLC.

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TECHNOLOGY

Altruist Adds Integrations With Orion, MoneyGuide and Others

Altruist is also building out an integrations marketplace, with detailed profiles of each vendor and reviews from existing customers.

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WMRE COMMON AREA PODCAST

Exploring Tax-Advantaged Real Estate Options With Louis Rogers

In this final episode of the Common Area podcast, listen to a replay of David Bodamer's conversation with Capital Square's Louis Rogers about the tax benefits of certain real estate structures.

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WEBINAR

Retirement Income Strategies: Minimizing the Effects of Sequence of Returns

Join our Dec 20 webinar to learn key retirement income strategies, including Roth IRA co nversions and sequence of returns risk management.

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