Morning Memo
 
Wealth Management Morning Memo

OCTOBER 4, 2023

INDUSTRY

Hightower Announces 5% Layoffs As Part of “Strategic Realignment”

The news of employees being let go at the Chicago-based firm follows reports last week that Orion and advisor tech firm Envestnet also faced layoffs.

FULL ARTICLE

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HIGH NET WORTH

What to Do When a Client Experiences a Windfall

Here are some best practices to help your client manage their newfound wealth responsibly.

FULL ARTICLE

WHITE PAPER

7 Risks to Avoid in Your Financial Advisory Practice

Proactively address risks that could affect the success of your practice.

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REAL ESTATE

What’s Behind the Recent Launch of the Global ODCE Index

The commercial real estate investment market has become much more globalized in recent years. Here’s how investors can keep track of the performance of non-listed real estate vehicles across multiple continents.  

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

Incorporating Macro Drivers in Investment Decisions with Katherine Krantz

Katherine Krantz, the CEO at Center for the Macro Specialist Designation, explains why financial advisors should use macro data and events when building investment portfolios.

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