WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

APRIL 13, 2022

RETIREMENT PLANNING

Full Steam Ahead for SECURE Act 2.0?

The bill passed the House and is now awaiting Senate approval.

FULL ARTICLE

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THE HEALTHY ADVISOR PODCAST

Healing From Physical and Mental Abuse of the Past

Arbor Digital Product Director Marc Nichols opens up about the sexual and mental abuse he endured as a child, and how therapy and a good support system helped him find healing.

Sponsored by United Planners Financial Services

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SPONSORED CONTENT

Why Leading Wealth Advisors are Waking Up to Bitcoin

Bitcoin has morphed from an early adoption phase into a rapid growth phase, reaching new highs in asset prices, user adoption and trading activity. Still unsure about the benefits of bitcoin? Read our latest report, Why Bitcoin Now?

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HIGH NET WORTH

The Demise of the Destination Divorce

Appeals court makes forum shopping more difficult for affluent New Yorkers seeking divorce.

FULL ARTICLE

BUSINESS PLANNING

Beyond Embarrassing: Why Employee Onboarding Needs to Up Its Game

The onboarding of an employee should start weeks before the new hire arrives in the office, not the morning of their hire date.

FULL ARTICLE

SPONSORED WEBINAR

The ESG Effect and Investment Performance

In this webinar on Thurs. April 14th, attendees will learn how ESG impacts portfolio performance, they key factors used to identify quality companies, how to measure the true cost of alpha, and more.

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