WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 22, 2023

What’s the Best Method to Estimate Expected Future Returns?

The evidence demonstrates that we should have a healthy skepticism about the accuracy of forecasts.

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RIA Channels

Creative Planning Expands Tax Expertise With Latest Acquisition

The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base.

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Industry

Schwab to Cut Staff, Real Estate to Save $500 Million a Year

The company has faced scrutiny from investors in recent months, particularly regarding unrealized losses from securities held on bank balance sheets.

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EXCLUSIVE WMIQ RESEARCH

Now Available: New WMIQ Research On Closed-End Funds

Download this new report that examines the latest attitudes among advisors with closed-end funds – and their experience with these investment products.

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Philanthropy

Gifting Complex Assets

A simple approach to helping clients maximize charitable impact and reduce taxable income.

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SPONSORED CONTENT

A Holistic Approach to Workplace Benefits

Helps employees make optimal benefits and savings decisions.

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WEBINAR

The 2023 RIA Edge Study: The Secrets to Unlocking Growth and Ongoing Success

Join us tomorrow to uncover growth secrets from the 2023 RIA Edge Study, revealing how select firms thrived after adapting to 2022 challenges, in partnership with Wealth Management IQ and MarshBerry Advisors.

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