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JANUARY 19, 2023

ESTATE PLANNING

All Shook Up: What’s Left in Lisa Marie Presley’s Estate?

Anna Sulkin

The majority of her inheritance already has been squandered.

FULL ARTICLE

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RIA NEWS

CI Financial Leases Office Space for Manhattan Acquisitions

Diana Britton

The 50,000 square-foot office space in midtown Manhattan will house six RIA acquisitions that are now part of CI's private wealth business.

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WHITE PAPER

Solve the Breakaway Challenge with an Integrated Wealth Platform

Sponsored by Orion

Turn unified technology into a powerful recruitment and retention tool.

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BUSINESS PLANNING

Believe It or Not, It’s a Great Time To Be a Financial Advisor

Mark Contey

Now is an opportunity to grow your practice and prepare it for future success.

FULL ARTICLE

REAL ESTATE

Tax Advantages Are a Selling Point for Investment in CRE. How Should HNW Investors Think About Them?

Mary Diduch

WMRE asked Michael Osherovitz, FTI’s new head of its private client tax group, about the biggest issues facing HNW investors and family offices who have real estate holdings.

FULL ARTICLE

SPONSORED WEBINAR

Commodity Investing in the Era of Inflation

Sponsored by TIFIN

Join the conversation on Jan. 25th as our presenters discuss the variety of commodity investment strategies and the potential value these strategies can bring to the modern investor.

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