Morning Memo
 
Wealth Management Morning Memo

MARCH 16, 2023

TECHNOLOGY

T3: Rise of the Machines

“ChatGPT cannot be blindly trusted. You cannot overstate this," said one executive at this week's T3 advisor technology conference, even as Morgan Stanley becomes the first to incorporate a more advanced iteration of the popular chat bot into advisor workflows.

FULL ARTICLE

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ESTATE PLANNING

Biden’s 2024 Green Book Tax Proposals

What “fair share” taxation means for estate planning.

FULL ARTICLE

WHITE PAPER

Rebuild Your Marketing Muscle

Increase organic growth with new CRM technologies.

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THE HEALTHY ADVISOR PODCAST

A Refugee’s Journey and the Power of Sound Healing With Sathya Chey Patterson

Sathya Chey Patterson views her humble beginnings and financially challenged upbringing as assets, not liabilities.

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REAL ESTATE

Where One Asset Manager Sees Opportunities in the Current Real Estate Investment Landscape

Brookfield Managing Partner Zachary Vaughan spoke with WMRE about the firm’s debt investments and how its partnership with Oaktree has expanded capabilities.

FULL ARTICLE

SPONSORED WEBINAR

Another 2008? Recession Panic or Potential Buying Opportunity in Commercial Real Estate?

Join this webinar on Mar. 22nd for an analysis of the current state of the market and where our presenters believe we may see opportunities in CRE this year and beyond.

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