Morning Memo
 
Wealth Management Morning Memo

APRIL 5, 2023

CAREERS

Virtual Externship Offers Pathways for the Next Generation of Financial Planners

Conceived as a response to pandemic shutdowns, the program solves for a much larger problem.

RELATED:  Meet the Externs

FULL ARTICLE

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EQUITIES

How Green Innovation is Reflected in Stock Prices

Looking beyond the sin premium.

FULL ARTICLE

WHITE PAPER

How Technology Makes Adopting Direct Indexing Easy

Stay one step ahead of the robots with direct indexing.

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Market's Measure Podcast

Financial Advisors on TikTok: Can It Work?

Diving into the data available on TikTok’s users to give advisors a sense of how viable it could be for a firm.

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

Zephyr Announces the 2022 PSN Top Gun Managers of the Decade

It was quite the decade for financial markets and one that will go down in the history books.

LISTEN NOW

WHITE PAPER

The Cost of Being Too Liquid

Why advisors should consider developing an “illiquidity bucket.”

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WMRE

REITS

UPREITs: Keeping Real Estate Investments in Play

This latest evolution in the DST space last year raised a record $9 billion.

FULL ARTICLE

WMRE COMMON AREA PODCAST

Exploring Tax-Advantaged Real Estate Options

Capital Square's Louis Rogers comes on the podcast to talk about 1031 exchanges, DSTs, Qualified Opportunity Zones and other tax-advantaged real estate options.  

LISTEN NOW

SPONSORED WEBINAR

Finding New Opportunities for Income Generation

Join us on Wed. April 19th as our industry experts discuss how money managers are shifting portfolio allocations and where they are finding the best opportunities for income-producing assets in the current market environment.

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