JULY 15, 2022

ESTATE PLANNING

IRS Revises Simplified Late Portability Election Procedure

Thomas Norelli

Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death.

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TECHNOLOGY

WealthStack Roundup: International Expansion For TIFIN and iCapital, Schwab Updates Onboarding

Davis Janowski

TIFN makes an international acquisition as iCapital goes to work in France and Italy.

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Sponsored by iShares by BlackRock

This Wealth Management EDGE Visionaries webcast on July 26th will offer an assessment of the current market and economic environment, while also providing a deep dive on innovations in WealthTech and investment management.

INDUSTRY

Alera Group Acquires DFG 401(k) Advisors

Ali Hibbs

With its latest acquisition Alera bolsters its retirement plan services and expands its Southwest footprint.

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CLIENT RELATIONS

Affluent Opportunities in the Dog Days of Summer

Matt Oechsli

Start checking Facebook for opportunities to strengthen emotional connections.

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