Morning Memo
 
Wealth Management Morning Memo

SEPTEMBER 2, 2023

Serial Sellers and Collaborative Investors Define Noteworthy Deals of the Decade

A look at seven of the most notable private equity deals in the RIA space.

FULL ARTICLE

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Industry

Creative Planning to Buy Goldman Sachs’ Personal Financial Management Unit

The former United Capital business, bought by Goldman in 2019, will bring Creative Planning’s total assets to nearly $275 billion.

FULL ARTICLE

WMIQ RESEARCH

Retirement Income and Risk Planning 2023­: Looking Beyond Today­ ­

The latest WealthManagement IQ research reveals ways in which advisors can address the retirement income and planning needs of clients as another unsettled year unfolds. Allianz Life Insurance Company of North America is not affiliated with Wealth Management IQ or WealthManagement.com.

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Industry

The Private Equity Playbook

Private equity players open up about challenges and opportunities in the wealth management space.

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ETFs

Court Paves Way for Spot Bitcoin ETF in Grayscale Ruling

The ruling marks a major legal win for the crypto industry and sent the price of Bitcoin surging by as much as 7%.

FULL ARTICLE

High Net Worth

The IRS' Proposed Regulations on Digital Asset Taxation Explained

The proposals aim to align tax reporting on digital assets with that of other financial assets.

FULL ARTICLE

WMRE

Why Now Might Be the Best Time to Invest in Publicly-Traded REITs

With some publicly-traded REITs beginning to pick up assets from the private markets it may be an indication that they are entering a phase when they tend to deliver the highest returns.

FULL ARTICLE

WEBINAR

The New Rules of Fixed Income Investing

Join us on Friday, September 15th, as we unlock the secrets of the transformed fixed income landscape in 2023, revealing unparalleled yield opportunities and strategies to fine-tune portfolios, all presented by our expert panel in an engaging and interactive webinar.

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RPA Edge

What is on the Minds of DC Plan Sponsors?

Most RPAs are focused on the wrong things.

FULL ARTICLE

Podcasts

The WealthStack Podcast: Making the Digital Asset Investing Ecosystem Accessible with Eric Ervin

Eric Ervin, CEO of Onramp Invest, recently acquired by Securitize, discusses wealth management in the age of digital assets.

FULL ARTICLE

Estate Planning

IRS Warns of Rampant Fraud Scams and Identity Theft

The agency urges maintaining robust security measures to protect clients.

FULL ARTICLE

Podcasts

401(k) Real Talk Episode 74: August 30, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

FULL ARTICLE

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