Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

MAY 20, 2024

WEALTHSTACK

AI Wealthtech Startup Jump Wins 'Best In Show' At WealthStack Tech Demos

Portfolio personalization platform Nebo Wealth came in second out of 11 companies that presented at Wealth Management EDGE.

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PODCAST

Celebrity Estates: The Gilded Age and Psychological Implications of Inherited Wealth

Psychologist and economist Eric Schoenberg sheds light on common pitfalls in estate planning.

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SPONSORED CONTENT
2024 IRS Guide for Estate Planning
All the numbers for wealth transfer planning in one chart.
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HIGH NET WORTH

The Golden Rules Separating Investors and Collectors

Understand the distinction between investors and collectors of gold, their goals and the risks they're willing to take.

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PEOPLE

Ivan Boesky, Convicted of Insider Trading in 1980s, Dies at 87

Believed to be the model for Gordon Gekko, he told graduates of University of California at Berkeley’s business school in 1986 that "greed is healthy."

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ETFS

Crypto Firm Grayscale Turns to Wall Street Alum for New CEO

Peter Mintzberg, currently the global head of strategy for asset and wealth management at Goldman Sachs Asset Management, will become the new CEO on August 15

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