WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | The mega-RIA will move "multiple-billions" of dollars to GSAS over the next few years, the firm says, as it opens more advanced investment strategies to HNW clients. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | Private equity company Lightyear, which has taken stakes in such firms as Allworth Financial and Advisor Group, has tapped Naratil to support growth and investments in the wealth management space. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Advisor Group | | Don’t have a succession plan? This report validates their importance for financial security and client continuity, and offers solutions and practical suggestions for developing one. DOWNLOAD THE REPORT |
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | Charles Lubar, retired senior counsel from McDermott Will & Emery, details the complexities in dealing with tax implications of projects involving the Muppets and Michael Jackson. LISTEN NOW |
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| REAL ESTATE | | | | Beth Mattson-Teig | | The fund, sponsored by MLG Capital, enables owners to contribute commercial real estate they directly own in exchange for ownership units. FULL ARTICLE |
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