WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 8, 2022

PHILANTHROPY

IRA Legacy Gifts Are Just Around the Corner

A new charitable giving opportunity to discuss with your clients.

FULL ARTICLE

RPA EDGE

Reckoning Between 401(k) Record Keepers and Advisors Will Start with Broker/Dealers

The strongest providers with the best talent, distribution and technology are and will be ones that offer wealth and benefit services to participants.

FULL ARTICLE

RESOURCE CENTER

Ultimate Guide to Trading Index Options

A step-by-step guide to understanding and trading index options.

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REAL ESTATE

How Mortgage Rate Increases Are Affecting Commercial Real Estate Investment

We are seeing investors shift into smaller tertiary markets where competition is weaker, value-add properties where the potential for rent increases is higher.

FULL ARTICLE

HIGH NET WORTH

Wealthy Americans Escape Tax Hikes in Bill But Face Beefed-Up IRS

Top-earning Americans should be prepared for audit levels they haven’t seen in decades.

FULL ARTICLE

SPONSORED WEBINAR

The Search for Inflation Protection with Real Assets

Join this upcoming webcast on August 17th as our presenters examine how advisors can protect client portfolios during times of inflation. You'll learn what's driving inflation, and why it's likely to stay higher for longer.

REGISTER NOW