Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 08, 2024

REAL ESTATE

Where Public REITs Stand at Midyear

REIT total returns rose for the second straight month and are approaching a break-even point for the year.

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RPA

How to Rate a Retirement Plan Advisor

And how RPAs’ role is evolving as DC plan sponsors awaken.

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WMTV ON LOCATION
Strategic Growth and Effective Communication
Clarifying goals, tactics, and team roles to drive firm success.
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PROSPECTING

Next-Gen Prospects Are Wondering: Where Are You?

Today, the conversation isn’t led by you saying, “Let me tell you about our firm.” It’s led by prospects saying, “Hey, I’ve been following your content, and now I want to meet.”

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PODCAST

Adjusted for Risk: The Opportunities Within Fixed Income

Belle Haven's Stan Sattler discusses the risks that exist in the fixed income space.

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