WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MAY 8, 2024

INDUSTRY

$800M Team Joins Raymond James’ Independent Channel From Commonwealth

The five advisors are based in Newton Lower Falls, Mass. and will form Lightship Wealth Strategies.

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RIA NEWS

Hightower CMO Meghan McCartan Leaves

McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity.

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WHITE PAPER

The Pros of Bonds in High Interest Rates

Bonds may help investors reduce their tax burden.

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401KTV

401(k) Real Talk Episode 105: May 8, 2024

Open, honest and candid discussion about the first lawsuit against the DOL fiduciary rule, April job numbers, JP Morgan data breach and more.

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HIGH NET WORTH

IRS Announces Four Alternative Ways to Resolve Cases

Outside stakeholders have long encouraged the IRS to expand ways to resolve disputes with the agency.

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