Morning Memo
 
Wealth Management Morning Memo

MARCH 7, 2023

CAREERS

Transition Deals Are More Competitive Than Ever: Report

Baseline recruitment deals were up last year, even among the independents, and many firms are getting more creative with their deal structures to incentivize movement, according to a recent Diamond Consultants report.

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REAL ESTATE

A Rough February Reverses Some 2023 Gains for Publicly-Traded REITs

Total returns for the Nareit All Equity REIT Index were down 5.9% in February, but REITs are reporting strong quarterly results.

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SPONSORED CONTENT

Open a Tax-Advantaged Giving Account

Give to the causes you love with a DonorsTrust account.

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BUSINESS PLANNING

Four Tips to Help Advisors Initiate Succession Planning

Even after a career spent helping clients prepare for their futures, it’s not always easy to follow your own sage advice.

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EQUITIES

Holding Cash Will Be a Winning Strategy in 2023, Investors Say

Passive funds and ETFs won’t completely supplant active managers, but their market share will continue to rise.

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WHITE PAPER

Turn Your CRM Into a Success Machine

Yes, your CRM can deliver the outcomes you need. Here’s how.

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Podcasts

THE WEALTHSTACK PODCAST

Why the Timing of Financial Advice Matters

Financial advice delivered too early—or worse, too late—can have the opposite effect of its intention, says Bento Engine's Philipp Hecker

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MINDY DIAMOND ON INDEPENDENCE

An Update on Advisor Movement in 2022

The 2022 Advisor Transition Report features the latest full year data on financial advisor movement, transition deals and transition case studies.

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SPONSORED WEBINAR

Transitioning Your Broker/Dealer is Easier Than You Think

Join us on Mar. 8th to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success, including actionable advice for how to find a broker-dealer that can help you grow.

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