Morning Memo
 
Wealth Management Morning Memo

JULY 11, 2024

HIGH NET WORTH

IRS Stops Complying with Treasury Directive on Auditing Wealthy Taxpayers

The agency shifts its focus to a wider income range.

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Stacy Francis on Growing 100% Organically

Francis Financial's Stacy Francis details her journey toward becoming a financial advisor and her firm's growth strategy.

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Managing Risk with a Multi-Manager Implementation

A behaviorally-oriented approach to help investors succeed.

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HIGH NET WORTH

UBS Sees $83T Wealth Transfer Over Next Three Decades

Almost a third of the world’s millionaires will be in emerging markets by 2028, according to the Global Wealth Report 2024, as the millionaire population increases in nearly every country.

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TECHNOLOGY

The Deepfake Risk Advisors Take with Video Marketing

How an $8,000 marketing investment turned into a $650,000 risk.  

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