WealthManagement.com Daily Memo
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| REAL ESTATE | | | | | | David Bodamer | | Higher interest rates and a potential recession may already be priced into REIT stocks and strong balance sheets have them positioned to weather any coming storms. FULL ARTICLE |
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| ESTATE PLANNING | | | | Dawn S. Markowitz | | Practical advice to serve those types of clients. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Marsh McLennan Agency | | This webinar on Jan. 24th will review the findings of new research on wealth managers and retirement plan advisors and provide insights that can give advisors in either camp a competitive edge as the market evolves. REGISTER NOW |
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| INDUSTRY | | | | Diana Britton | | Veteran advisor Margaux Fiori and her team launched their own RIA late last month, choosing Goldman Sachs as custodian for its 'sophisticated wealth management solutions.' FULL ARTICLE |
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| INDUSTRY | | | | Benjamin Stupples and Amanda Albright | | Michael Tiedemann is hunting further deals after creating one of the largest publicly traded money managers catering to the super-rich. FULL ARTICLE |
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