WealthManagement.com Daily Memo
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| | | | | Patrick Donachie | | Helen Grace Caldwell faces 20 years in prison after being charged with wire fraud in a scheme that allegedly stole $1.5 million from clients, according to the Justice Department. FULL ARTICLE |
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| 2024 Market Outlook | | | | Sponsored by Walker & Dunlop | | Uncovering challenges like rising interest rates and distressed sales potential, yet revealing strategic opportunities in disciplined investing and the resilient fundamentals of multifamily and industrial properties. LEARN MORE |
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| Technology | | | | Davis Janowski | | Yieldstreet has been helping hundreds of thousands of investors get access to a wide range of alternative investments for several years. The deal with Luma is "our first big push into the RIA channel," its CEO says. FULL ARTICLE |
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| RIA News | | | | Ali Hibbs | | Also this week, DSJ has created a new RIA, Buckingham picked up a Detroit firm, Atria poached an Osaic team with $420 million, and St. Louis-based Krilogy announced three acquisitions in 2023. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by St. Jude Childern's Research Hospital | | Join us on January 31, to delve into the latest in estate planning, focusing on legislative updates and innovative strategies. REGISTER TODAY |
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| Podcasts | | | | Shannon Rosic | | Unveiling the dynamics between customization and universal solutions. FULL ARTICLE |
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