Morning Memo
 
Wealth Management Morning Memo

APRIL 12, 2022

HIGH NET WORTH

Fourteen Symptoms of a Business Succession Plan That Will Fail

At some point a family-owned business must become a family that owns a business.

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TECHNOLOGY

Wealthtech Firms Impacted by War in Ukraine

Many financial advisor technology firms employ software developers in the embattled country; they are scrambling to adapt, and to help.

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FASTCHAT VIDEO

Rising Interest Rates – Now What?

A lot of investors looking for yield are rushing into alternatives that look attractive in a rising rate environment in anticipation of the coming interest rates hikes – is this the right play? Watch as David Armstrong and Commonwealth Financial’s Peter Essele assess the strategy.

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RPA EDGE

Next Phase in the Evolution of Target Date Funds

Target Date Plus is the next logical step of personalized allocations.

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REAL ESTATE

Pension Funds Eye Higher Real Estate Allocations

With asset managers projecting annual total returns north of 7.0 percent through 2026, pension funds remain bullish on commercial real estate.

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SPONSORED CONTENT

Robo-Advisor Landscape Report

In this inaugural report, we evaluate 16 leading service providers. 

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Podcasts

MINDY DIAMOND ON INDEPENDENCE

CEG’s John Bowen on What it Takes to Build a Blockbuster Business

What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help them break through to the next level.

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CELEBRITY ESTATES PODCAST

Michael Nesmith, The Monkees and Holographic Wills

Don't monkey around with handwritten documents.  

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SPONSORED WEBINAR

Navigating Retirement Planning in a Changing Tax Landscape

Join this timely webinar on Wed. April 13th, for a better understanding of how taxes can impact your clients' retirement plans, considerations for navigating changes in tax legislation, and how may be able to help your clients improve the tax efficiency of their portfolios.

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