Wealth Management Morning Memo

MAY 25, 2022

RETIREMENT PLANNING

The Case Against ESG in Plan Lineups—Part 1

Ed McCarthy

Despite increasing popularity, ESG faces many headwinds, namely modest adoption in retirement plans and mixed returns.

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ESTATE PLANNING

Estate Planning for the Digital Future

Anna Sulkin

Technology is adding another layer of complexity to the planning process.

SPONSORED CONTENT

Back Office Efficiency Key to Growth

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Patented auto recon enable the redeployment of resources

RETIREMENT PLANNING

The Great Resignation Is An Opportunity for RPAs

Fred Barstein

As the balance of power shifts from employers to employees, plan advisors can use benefits to recruit and retain workers.

RETIREMENT PLANNING

A Comfortable Retirement Appears Out of Reach for Most Americans

Suzanne Woolley

Less than one in four think they’ll be able to save the $1.1 million they need, a survey finds.

SPONSORED CONTENT

Why Leading Wealth Advisors are Waking Up to Bitcoin

Sponsored by Galaxy Fund Management

Bitcoin has morphed from an early adoption phase into a rapid growth phase, reaching new highs in asset prices, user adoption and trading activity. Still unsure about the benefits of bitcoin? Read our latest report, Why Bitcoin Now?

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REAL ESTATE

Non-Traded REITs Continue to Grab Record Capital Inflows

Beth Mattson-Teig

On the heels of setting a new record for fundraising in 2021, the sector got off to a blazing start in the first quarter of 2022.

REAL ESTATE

New York Tax-Paying Residents Were Moving Out Even Before COVID-19

Alexandre Tanzi

Families looking for more space and wealthy individuals trying to save on taxes are leaving the state.

SPONSORED WEBINAR

Help Identify What’s “Better Enough” for You and Your Clients

Sponsored by TIFIN Grow

This webinar on Tues. June 7th, will share a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process.