Morning Memo
 
Wealth Management Morning Memo

MARCH 28, 2024

TECHNOLOGY

Altruist Launches Cash Platform

Advisors that custody with Altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well.

FULL ARTICLE

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ESTATE PLANNING

IRS Issues Proposed Regs that Crack Down on Abusive CRAT Strategy

Certain charitable remainder annuity trusts deemed “listed transaction.”

FULL ARTICLE

WHITE PAPER

PPC LOAN 2024 M&A Lending Report

Insights into the uses of traditional debt within advisor M&A.

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HIGH NET WORTH

Harnessing the Power of the Female Purse

Stop using the word “empowering.”

FULL ARTICLE

FOCUSED ON THE FUTURE PODCAST

Anna N'Jie Konte on AI, BeFi and Reframing the Money Discussion

Re-Envision Wealth Anna N’Jie Konte details the importance of speaking on a "human" level to clients.

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