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Wealth Management Morning Memo

MARCH 15, 2023

EQUITIES

Diversifying Beyond the 60/40 Portfolio: Part 1

Larry Swedroe

What is the 1/N strategy and why would you use it?

FULL ARTICLE

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HIGH NET WORTH

IRS Shifts Focus From Virtual Currency to Digital Assets

Salvador C. Orofino

Revised Form 1040 lays the foundation for a new integrated regulatory framework around this asset class.

FULL ARTICLE

WHITE PAPER

How Technology Makes Adopting Direct Indexing Easy

Sponsored by Orion Portfolio Solutions

Stay one step ahead of the robots with direct indexing.

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TECHNOLOGY

T3: Cybersecurity Adoption Still ‘Woefully Low’

Rob Burgess

However, advisory firms who did invest in cybersecurity tools reported higher levels of satisfaction with them than in any other software category.  

FULL ARTICLE

REAL ESTATE

Real Estate Investment Options Continue to Grow for Non-Accredited Investors

Beth Mattson-Teig

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Wealth Managers and RPA Advisors

In partnership with Marsh McLennan Agency

Why convergence is coming and what it means.

DOWNLOAD THE REPORT

Podcasts

RIA EDGE PODCAST

The Rise of Alternatives in the RIA Channel With Brookfield’s David Levi

Mark Bruno

The head of Brookfield Oaktree Wealth Solutions discusses the RIA landscape and how alternatives have shifted from institutional to individual investors.

Sponsored by Schwab Advisor Services

LISTEN NOW

CELEBRITY ESTATES PODCAST

Julia Fox and Why Many Millennials Focus Less on Material Wealth

David H. Lenok

The younger generation's spending is increasingly defined by values, rather than conspicuous consumption.

LISTEN NOW

SPONSORED WEBINAR

Navigating Value Investing Strategies in the Modern Market

Sponsored by TIFIN

Join the conversation on March 16th as our presenters discuss value investing strategies and the importance of this category in today’s market.

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