Morning Memo
 
Wealth Management Morning Memo

AUGUST 13, 2022

RETIREMENT PLANNING

Five Things Advisors Get Wrong About Social Security

What are the most common errors advisors make when guiding their clients on Social Security decisions?  

FULL ARTICLE

PEOPLE

Greg Quental, Co-Founder of Tech Startup Bento Engine, Dies at 62

Quental was the former CEO of J.P. Morgan Securities; his death comes just weeks after his tech startup announced an initial seed round of funding from a long roster of well-known RIA leaders.  

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WHITE PAPER

Your Blueprint for Passive Investing in Real Estate

To passively invest in property, you need to look for an opportunity that won’t require you to play a direct role in managing the investment. How is this possible? Here are several ways.

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HIGH NET WORTH

Family Offices Are Increasingly Important Players in Private Markets

Families play the long game. Their ability to weather major volatility without looking for exits makes them sought-after partners.  

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PHILANTHROPY

Philanthropy Misconceptions

Think Bezos, Buffett and Musk have it wrong? Think again.  

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SPONSORED WEBINAR

The Search for Inflation Protection with Real Assets

Join this upcoming webcast on August 17th as our presenters examine how advisors can protect client portfolios during times of inflation. You'll learn what's driving inflation, and why it's likely to stay higher for longer.

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REGULATION AND COMPLIANCE

Former LPL Rep Accused of Racism Sues the IBD for Taking Her Clients

Eileen Cure was terminated by LPL last summer after accusations of racism against Black job applicants. Now, she's suing the firm for almost $100 million, claiming it stole her clients illegally.  

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PHILANTHROPY

IRA Legacy Gifts Are Just Around the Corner

A new charitable giving opportunity to discuss with your clients.  

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RETIREMENT PLANNING

Six Lessons Learned From Retirement Systems Outside the United States

The keys to strengthening Americans’ retirement security may be found beyond our borders.

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REGULATION AND COMPLIANCE

Pennsylvania Advisor Sentenced To 5 Years For $7M Scheme

Lee Weiss previously pleaded guilty to investment advisor fraud related to a Ponzi-like scheme involving his firm Family Endowment Partners.

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RPA EDGE

Reckoning Between 401(k) Record-Keepers and Advisors Will Start with Broker/Dealers

The strongest providers with the best talent, distribution and technology are and will be ones that offer wealth and benefit services to participants.  

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REAL ESTATE

Thanks to Pandemic Puppies, CRE Investors Are Turning Their Attention to Veterinary Clinics

Investors ranging from private equity groups to 1031 exchange buyers to vets looking for a place to put their retirement money are noticing the stability of vet clinics as an investment play.  

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