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Wealth Management Morning Memo

NOVEMBER 24, 2022

HIGH NET WORTH

Six Family Legacy Planning Lessons From NFL Owners

Marvin Blum

Lessons learned from professional football team owners on business succession.

REAL ESTATE

Why Real Estate Investors Are Paying More Attention to RV Parks and Campgrounds

Jenn Elliot

RV parks have grown in popularity with consumers during the pandemic. Investors have noticed the trend.

WHITE PAPER

Will Rising Interest Rates Impact M&A?

Sponsored by SS&C Black Diamond Wealth Platform

Learn about the evolving nature of acquisitions.

PROSPECTING

One Activity Every Advisor Should Track

Kevin Nichols

How many times did you proactively ask a social contact to have a business conversation with you?

HIGH NET WORTH

From Tom Brady to Shaq, FTX’s Celebrity Promoters May Be On the Hook for Damages

Zijia Song and Joe Schneider

“A lawsuit against celebrities will generate a ton of money, because they will all settle.”

WMTV ON LOCATION

David Devoe on Growth Opportunities

Sponsord by DeVoe & Company

David Devoe, founder and CEO of Devoe & Company, explains why 2022 is looking like another record year for M&A activities.

Podcasts

INSIDE ETFS PODCAST

Jon Maier on ETFs in Model Portfolios Throughout Dynamic Markets

Douglas Yones

Global X's CIO discusses the current markets, near term industry trends and some opportunities for investors in the ETF marketplace.

Sponsored by Schwab Asset Management

RIA EDGE PODCAST

Brandon Odell on the State of Advisor Compensation, Staffing

Mark Bruno

The Ensemble Practice's Brandon Odell discusses the evolution of staffing and compensation in the RIA industry—and how the most successful firms are winning the war for talent.

Sponsored by Schwab Advisor Services

SPONSORED WEBINAR

Key Findings from the 2022 Study of Advisor Marketing

Sponsored by FMG

This live, interactive webinar on December 1st is designed to provide guidance for advisors who are looking to understand the marketing strategies and tactics that are the most important to drive growth - and will also provide a first look at the 2022 Study of Advisor Marketing.