Morning Memo
 
Wealth Management Morning Memo

JULY 31, 2023

ESTATE PLANNING

A Feud is Brewing Over Dianne Feinstein’s Husband’s Estate

The long-tenured senator's daughter has filed two separate lawsuits on her behalf.

FULL ARTICLE

REAL ESTATE

As the Opportunity Zone Program Nears Its End, Real Estate Pros Eye an Extension

Any renewals of the Opportunity Zone program would have to be enacted by a divided Congress, but real estate industry experts are cautiously optimistic.

FULL ARTICLE

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RESOURCE CENTER

Get to Know Wells Fargo Advisors Financial Network

Learn more ways to run your business independently.

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PHILANTHROPY

No Tax Due on Transfer of Assets Between Private Foundations

Private letter ruling examines how to effectively consolidate through a Section 507(b)(2) transfer.

FULL ARTICLE

BUSINESS PLANNING

Why Innovators Pounce When Growth Slows

Wealth management is still a growth industry. We’ll never have enough advisors to serve every potential client. So when organic growth hits a wall, it’s exciting to watch the industry’s hungriest, most inventive leaders find a way over it. Instead of hunkering down, they’re busy seizing new opportunities. Here’s how to do the same.

FULL ARTICLE

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