WealthManagment.com Daily Memo
 
Wealth Management Morning Memo

OCTOBER 6, 2023

ESTATE PLANNING

Will Dianne Feinstein’s Legal Drama Continue Following Her Death?

The multiple active lawsuits involving the senator's late husband's estate will likely be paused while her own estate is probated.

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RIA ROUNDUP

Snowden Lane Adds $200M in Assets with UBS Team

Snowden Lane adds UBS duo with $200M in assets, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson.

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WMIQ EXCLUSIVE RESEARCH

Driving Firm Growth and Success

The focus has now shifted to understanding the evolving landscape. This report will provide insights into how advisors and their firms are currently pursuing growth and success.

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THE WEALTHSTACK PODCAST

Delivering Better, Data-Driven Outcomes for Clients with Joe Stensland

BridgeFT CEO Joe Stensland talks APIs and wealthtech-as-a-service.

Paid for by Wells Fargo Advisors

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REAL ESTATE

How One Multi-Family Office is Approaching a Complex Real Estate Investment Environment

TwinFocus works with ultra-high-net-worth individuals, many of whom built first generation wealth. The firm is trying to bring them real estate investment opportunities while avoiding today’s high leverage costs.

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Investment Strategies

How 9 Top RIAs Are Navigating a Challenging Investment Climate

Many top firms have their own CIOs and investment committees dedicated to studying the markets. Here’s how they’re investing right now.

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