WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

NOVEMBER 30, 2022

ESTATE PLANNING

IRS Sees Increase in Number of Estate Tax Returns Filed, Amount of Taxes Paid

Data reflects effects of the COVID-19 pandemic and recent tax law changes.

FULL ARTICLE

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RIA NEWS

Wealthspire to Acquire Sage Financial Advisors

$194M acquisition expands the NFP-owned RIA’s presence in the West.

FULL ARTICLE

WHITE PAPER

Risk Is Personal

Learn tricks to make client goals come alive in new ways.

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RIA EDGE PODCAST

Jackson Wood on Creating Personal, Meaningful Marketing Opportunities

Jackson Wood of Freedom Day Solutions discusses how how he and his firm have used podcasts, YouTube and Instagram to connect with NextGen investors.

Sponsored by Schwab Advisor Services

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INDUSTRY

UBS Backtracks on CEO’s Plan to Reach Wider Swath of Wealthy US Clients

The focus will return to high net worth and ultra high net worth clients.

FULL ARTICLE

SPONSORED CONTENT

The Value of Revaluation

Advisors use structured products in portfolio construction for reasons as varied as the attributes of these assets. Structured products can be included in a portfolio to enhance yield, get leveraged exposure or implement high conviction views, among other uses.

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Podcasts

INSIDE ETFS PODCAST

Ed Lopez on How ETFs Take Advantage of All Opportunities Within Investment Markets

VanEck's Ed Lopez details recent trends in the capital markets, and how they can become opportunities for growth.

Sponsored by Schwab Asset Management

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CELEBRITY ESTATES PODCAST

Replay: David Bowie and the Financial Side of A Music Catalog

A music catalog is a complex asset for both the buyer and the seller.


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SPONSORED CONTENT

3 Min. Video: Nonqualified Annuity Stretch

Walk through the benefits and a use case of the NQ Stretch.

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