Morning Memo
 
Wealth Management Morning Memo

OCTOBER 22, 2022

COLLEGE PLANNING

What Student Loan Forgiveness Means for Your Clients

Here, we answer some common questions about the recent federal actions around student loan forgiveness.  

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REAL ESTATE

Interest in DSTs as a Real Estate Investment Option Continues to Grow

Once a niche play, DSTs have drawn the interest of institutional-grade sponsors to offer as an option to retail investors managing their real estate plays.  

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WHITE PAPER

The Value of Advice Beyond Investing

Increase loyalty, retention and referrals with proactive advice.

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PEOPLE

Private Advisor Group President to Succeed RJ Moore as CEO

Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.

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RIA NEWS

DeVoe: RIA M&A Still Robust, but Deals Getting Smaller

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.

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SPONSORED CONTENT

Invest With Impact

Find out more about how FNZ Impact, the multi award-winning ESG solution, is helping wealth management advisers support their clients invest in their values.

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REGULATION AND COMPLIANCE

SEC Bars California Advisor for Defrauding Hundreds of Retail Clients

According to the commission, Keith Springer and his firm used 'deceptive marketing' via ads and his radio show to attract investors, many of whom were retirees.  

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HIGH NET WORTH

Six Ways to Monetize a Client’s House

From HELOCs to reverse mortgages.  

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SPONSORED WEBINAR

Investing in Cannabis: From Vice to Opportunity

Join this webinar on Oct. 25th as our presenters cover what President Biden’s call for review of cannabis scheduling might mean for investors, effective strategies to help clients navigate investing in the developing cannibis industry, and more.

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TECHNOLOGY

Riskalyze to Rebrand Company, Change Name in 2023

At its annual Fearless Investing Summit in Salt Lake City, CEO Aaron Klein also announced that the company would not become a turnkey asset management platform.

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INDUSTRY

Merrill Eyes Digital Marketing to Fuel Organic Advisor Growth

Bank of America’s wealth unit posted record profits, financial planning revenue and bank loans, even as the markets tumble.  

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RPA EDGE

'The Innovator’s Dilemma:' A Roadmap to Survive Disruption in the 401(k) Space

As DC plans move into the next phase, providers and advisors stuck in the old paradigm will struggle to keep up.  

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FIXED INCOME

I Bond Hacks For Bypassing $10,000 Limit and Scoring Better Returns

Now is the time to purchase US Series I savings bonds before rates reset, experts say.

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