Morning Memo
 
Wealth Management Morning Memo

APRIL 4, 2022

HIGH NET WORTH

Biden 2023 Green Book Part 3: Trust and Estate Administration

Will required annual reporting on trust assets actually come to pass?

RELATED:
Biden's 2023 Green Book Part 1: The Billionaire Tax
Biden’s 2023 Green Book Part 2: HNW Planning Techniques

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REGULATION AND COMPLIANCE

Decade-Old Dustup Continues to Haunt FINRA

Sen. Elizabeth Warren and Rep. Katie Porter are pressing the regulator after a Georgia judge called the fairness of its arbitration process into question.

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SPONSORED CONTENT

Special Pandemic Rep Movement Report

Learn how rep movement and recruiting opportunities were impacted.

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FIXED INCOME

No One Really Understands Real Interest Rates

Economists once thought they knew how borrowing costs affect the economy, but we have been proved wrong.

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TECHNOLOGY

Robinhood Nears Debut of Retirement Accounts Within App

The company -- best known for commission-free trading of stocks and crypto -- has begun adding support for traditional IRA and Roth IRA retirement accounts, as well as pension accounts.

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