Morning Memo
 
Wealth Management Morning Memo

DECEMBER 17, 2022

HIGH NET WORTH

Thirteen Gifts to Get Your UHNW Client Who Has Everything

This is not your average holiday gift guide.    

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RPA EDGE

Big Questions Facing Retirement Income Products

Where is the demand and is the time now?  

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RESOURCE CENTER

Wealth Management and Millennials: 6 Tips for Attracting the Next-Generation of Clients

The transition of wealth from “old-school” clientele to tech-savvy, on-demand-data-seeking Millennials requires a new and modern approach. Learn how to attract the next generation and why it's important to get in front of them now.        

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CAREERS

The Contradictions of 2022 and Emerging Trends for 2023

An annual report on the forces driving the wealth management industry.  

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EQUITIES

Meme Stocks: Turning Large Fortunes Into Small Ones

Attention-getting meme stocks may provide investors with a thrill, but in the long run going viral has been a bad omen for future returns.  

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WHITE PAPER

"Use" Tax Tips for Large Overseas Purchases

Overseas purchases can get you in hot water with tax authorities.

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ADVISOR CHANNELS

The Threat to LBO Private Equity–Backed IBDs

Managers of debt-heavy IBDs backed by LBO private equity will need all the skills they can muster to thread the needle of falling revenues and desired growth. Exit strategies may have to wait.  

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COLLEGE PLANNING

How Academic Majors Can Impact College Acceptance Rates

Many colleges’ acceptance rates can vary significantly by academic major.  

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HIGH NET WORTH

HNW Clients’ 2023 Financial Goals

New survey sheds light on spending and investing plans.  

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REAL ESTATE

How Attractive Are Office-to-Apartment Conversions Right Now?

Lenders tend to be cautious on such projects and most investors might be looking for returns that are higher than office building prices right now would support.  

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ALTERNATIVE INVESTMENTS

Alts Access Integral to Financial Advisor Success in 2023

According to a recent CAIS survey, private wealth allocation to new asset classes is set to take off over next two years.  

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CAREERS

From Mom to CFP to the C-Suite—Finding Your Path

Lessons learned from a female in finance who figured out how to do it all.  

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