WealthManagment.com Daily Memo
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TECHNOLOGY | | | Samuel Steinberger | Alternative investment strategy platform CAIS netted $225 million in new investments, funds it will put to use developing DeFi and distributed ledger technology. FULL ARTICLE |
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INDUSTRY | | Patrick Donachie | Mercer’s deal with HawsGoodwin Wealth comes the same week it announced its acquisition of Cordasco Financial Network, a $510 million Florida RIA. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Docupace Technologies | Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant. REGISTER NOW |
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ESTATE PLANNING | | Anna Sulkin | What happens to the convicted murderer's fortune? FULL ARTICLE |
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PHILANTHROPY | | Allison L. Lee | Noncash giving is the way to go. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by Parametric | Watch as Jeremy Milleson, Director, Investment Strategy, Parametric, discusses the benefits of gifting securities. LEARN MORE |
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