Morning Memo
 
Wealth Management Morning Memo

MARCH 30, 2023

HIGH NET WORTH

IRS Turns Its Attention to NFTs

A new notice seeks to treat certain NFTs as collectibles.

FULL ARTICLE

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MARKETING

Q&A: Robert Sofia, CEO of Snappy Kraken

The marketing tech CEO has integrated acquisition Advisor Websites, resulting in layoffs, all while expanding a texting platform into the enterprise channel, planning the second Jolt! conference and rolling out the next iteration of his company's platform, Freedom360. It's been a busy time.

FULL ARTICLE

WHITE PAPER

Digital Marketing Automation Driven by Your CRM

Leverage new CRM technologies to increase organic growth.

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RIA NEWS

Wealth Enhancement Group Scoops Up $1B RIA Equius Partners

In its fourth deal of the year, Wealth Enhancement Group has added more than $1 billion in assets in Northern California.  

FULL ARTICLE

REAL ESTATE

Individual Investors Favor Resort Hotels Within Broader Hospitality Sector

Full-service hotels in vacation destinations are attracting equity from high-net-worth investors who are joining deals as limited partners.

FULL ARTICLE

RESOURCE CENTER

More For You, More For Your Career

How Wells Fargo Advisors can help your practice grow.

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