WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

FEBRUARY 9, 2023

TECHNOLOGY

Asset-Map Announces $6M in Series B Funding

The popular financial visualization software company continues to grow its user base, staff and integration partners.  

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INDUSTRY

Cetera Takes Minority Stake In $1.7B Kansas City OSJ

The acquisition of Prosperity Advisors, an OSJ led by Paul Ewing, is the second such minority deal for Cetera and part of the firm's new partner practice program.

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RESOURCE CENTER

2023 Outlook - A Tale of Two Economies

The key question of 2023: Will there be a hard or soft landing? Strategists offer their insight and discuss strategies that are potentially well positioned for the year ahead.

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HIGH NET WORTH

Failure to Abandon Domicile Has Income Tax Consequences

The Nebraska Supreme Court held that the owners of Crete Carrier Corp., a major U.S. trucking company, failed to abandon their domicile in Nebraska for a permanent residence in Florida.

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RETIREMENT PLANNING

Republicans Are Too Thirsty for Social Security Cuts

Make no mistake, a plan to raise the retirement age is a plan to cut benefits.

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SPONSORED CONTENT

Leveraging Digital Transformation In A Post-Pandemic World

Advisors had to adapt virtually overnight to remote work during COVID-19. Now they have a once-in-a-life opportunity to capitalize on the technology transformation they befitted from.

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