Morning Memo
 
Wealth Management Morning Memo

JANUARY 12, 2023

HIGH NET WORTH

The Evolving Dynamics of Exiting a Family Business

Four steps clients should take before they even consider the possibility of a sale.

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REAL ESTATE

Top 20 Cities for Finding New Apartments in 2023

RentCafe looks at U.S. markets that have benefited the most from new apartment construction over the past decade.

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WHITE PAPER

Guide to Outsourcing Investment Management

Why are 4 out of 5 advisors outsourcing more assets?

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ESTATE PLANNING

Ethical Considerations When 'Firing' a Client

What attorneys can and can’t do.

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EQUITIES

SPAC-Squared Is Wall Street’s Latest Wheeze

Financial engineering has found a way to keep ailing SPACs afloat.

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