WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 16, 2021

INDUSTRY

Three Firms Merge For HNW Advisory with Global Reach

Leo Group, The Capital Company and BFT Financial Group merged to form $4.3 billion Leo Wealth to better serve international wealth.

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COLLEGE PLANNING

Five Things You Need to Know About Home Equity and College Costs

Pricey private institutions are more likely to take a family’s home equity into consideration when fashioning financial aid packages.

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2021 MID-YEAR OUTLOOK

In the "New Normal," Let's Make Retirement Clearer for Everyone

Not only did financial professionals rise above the challenges of the pandemic, many boldly reimagined a client experience that will benefit their practices well into the future.

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ETFS

Michael Burry of ‘Big Short’ Bets Against Cathie Wood’s ARKK

Burry’s Scion Asset Management owned bearish put contracts against 235,500 shares of the ARK Innovation ETF (ARKK) at the end of the second quarter.

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EQUITIES

Wall Street Is the Most Bullish on Stocks in Almost Two Decades

About 56% of all recommendations on S&P 500 firms are listed as buys, the most since 2002.

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SPONSORED CONTENT

Midyear Bond Outlook: A Stronger Economy Supports Lower Volatility

Between improving corporate credit and attractive entry points into the muni market, 2021 is shaping up to be a better year for fixed income demand than the last.

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WMRE

REAL ESTATE

Top 25 Markets for Forecasted Multifamily Rent Growth

These metros are likely to see the greatest year-over-year multifamily rent growth between now and year-end 2021, some reaching double digits.

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REAL ESTATE

Cautious Optimism Returns to Seniors Housing Market

Investors continue to view the seniors housing sector favorably despite some near-term challenges.

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SPONSORED WEBINAR

New Market Dynamics Demand New Portfolio Risk Metrics

Are you rolling the dice with your client's portfolio? Join this webinar on August 18th at 2pm ET / 11am PT for a presentation that wil cover effective tools and strategies to help clients navigate unprecedented market dynamics.

REGISTER NOW

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