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Wealth Management Morning Memo

JANUARY 31, 2023

RETIREMENT PLANNING

The New SECURE Act 2.0 and What it Means

Matthew F. Erskine

The Biden administration takes a second bite of the retirement apple.

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REAL ESTATE

Redemption Requests Raise Eyebrows for Non-Traded REITs

Beth Mattson-Teig

Blackstone has borne the brunt of capital outflows, but ripple effects continue to sweep through the broader sector.

SPONSORED CONTENT

Three Reasons Advisors Should Cheer the SECURE 2.0 Act

Sponsored by OneDigital

One piece of legislation that provides a wide range of benefits for new and existing investors as well as ample opportunities for financial advisors.

HIGH NET WORTH

Seven States Introduce Legislation Aimed at the Wealthy

Justin M. Hannan, Mariano Robert Beecher and Emily Byrnes

Taxpayers would have to pay annual taxes on asset values rather than income.

INDUSTRY

Wall Street Giants Spy Opportunities Rising From FTX Ashes

Anna Irrera, Suvashree Ghosh and Yueqi Yang

From BNY Mellon to Fidelity and BlackRock, members of the Wall Street establishment are planning for a future in digital-assets.

RESOURCE CENTER

Why Dividend Growth Mid-Caps May Belong in Your Portfolio

Sponsored by ProShares

The appeal of mid-caps is often overlooked. Mid-cap Dividend Aristocrats® represent a potentially compelling investing opportunity.

Podcasts

THE HEALTHY ADVISOR PODCAST

Beating the Odds and a Fresh Perspective on Life With Robert Steinberg

Diana Britton

Few people survive the so-called “widow maker” heart attack. Advisor Robert Steinberg lived to tell the tale, and the experience changed his life.

Sponsored by Allianz Life Insurance Company of North America

INSIDE ETFS PODCAST

Brett Orvieto’s 2023 Investment Outlook

Mark Bruno

Dakota Wealth Management's Brett Orvieto details where opportunities exist in equity and fixed income markets in 2023.

Sponsored by Schwab Asset Management

SPONSORED WEBINAR

SECURE Act 2.0: New Plan Incentives for Employers, Employees, and Advisors

Sponsored by Broadridge

Join this webinar on Feb. 9th for a deep dive into associated incentives and opportunities with new plan creation. This presentation will help advisors understand this monumental legislation intended to increase the availability of, and participation in, retirement savings plans.