Morning Memo
Wealth Management Morning Memo

FEBRUARY 6, 2021

HIGH NET WORTH

The 21 Richest NFL Owners

You don’t have to be a billionaire to own an NFL franchise, but it sure helps.

FULL ARTICLE

REGULATION AND COMPLIANCE

GPB Capital Founder and CEO Indicted for Alleged Fraud

In a parallel action to the DOJ’s, the Securities and Exchange Commission also charged GPB and a broker/dealer that marketed its securities with running an allegedly Ponzi-like scheme that raised over $1.7 billion.

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SPONSORED WEBINAR

Why Active in Fixed Income ETFs?

Join this lively conversaton on Feb. 24th at 2pm ET / 11am PT to hear about ETF business overview, views on current markets and areas of opportunity, how to think about investing in short-duration, securitized and CLO markets, and more.

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ALTERNATIVE INVESTMENTS

SPACs: Not So SPACtacular

Blank check companies are a great deal—for their sponsors. For investors? The results so far have been abysmal, argues Jon Henschen.

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CELEBRITY ESTATES PODCAST

The Sibling Rivalry Over Audrey Hepburn's Estate

It took 24 years and a judge to resolve.  

LISTEN

EQUITIES

Opinion: Main Street vs. Wall Street Misses the Point

The GameStop-Robinhood saga is a distraction from what’s really wrong with mainstream investing in America.  

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REAL ESTATE

What CRE Investors Can Expect from Debt, Equity Sources Right Now

Even amidst a pandemic, there is no shortage of capital sources for the right sponsors.  

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TECHNOLOGY

Newly Minted Unicorn InvestCloud Plans Global Wealthtech Takeover

InvestCloud is bringing Tegra118 and Finantix into the fold, in a reorganization that could make the firm a major global wealthtech player.  

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REAL ESTATE

25 U.S. Markets Adding the Most Multifamily Units This Year

Smaller cities look set to see the biggest increases in new multifamily stock compared to the prior year.      

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HIGH NET WORTH

New Law Changes Interest Rate Assumptions for Life Insurance

A major boon for PPLI policies.  

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REAL ESTATE

What Landlords Should Consider as Eviction Moratoriums End

Navigating this terrain requires a lot more delicacy and empathy than in normal times.  

FULL ARTICLE