MAY 10, 2024

WHAT'S IN MY MODEL PORTFOLIO

Schechter Investment Advisors: Long-Term Allocators With Direct Indexing at the Core

Diana Britton

Aaron Hodari, the chief investment officer at Schechter, provides a peek inside the $3.45 billion RIA’s moderately aggressive model portfolio.

FULL ARTICLE

ESTATE PLANNING

IRS Issues New Regs on GST Allocations

Martin M. Shenkman and Jonathan G. Blattmachr

Taxpayers must apply for a private letter ruling to get an extension.

FULL ARTICLE

WHITE PAPER

Net Lease Sector Anticipates More Velocity Ahead for 2024

Sponsored by W.P. Carey

Investor interest in single-tenant net lease properties remains strong, signaling optimism for the 2024 market outlook.

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DIAMOND PODCAST FOR FINANCIAL ADVISORS

The Story Behind Summit Financial's Growth

Louis Diamond

Ed Friedman, direct of business development and growth at Summit Financial, shares the secret sauce driving the RIA's 3x growth in four years.

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MUTUAL FUNDS

Wall Street Has Culled Some 1,000 Mutual Funds in Past Decade

Katie Greifeld

While 95 new mutual funds have debuted this year, 123 have already shuttered, according to Morningstar Inc. data.

FULL ARTICLE

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