WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

DECEMBER 19, 2022

HIGH NET WORTH

Billionaire Sues IRS for Disclosing Confidential Tax Return Information

Kenneth Griffin claims the agency violated his right to privacy.

FULL ARTICLE

INDUSTRY

LPL Scoops Up 18-Advisor Team From Advisor Group

Parsons, Kan.-based Strategic Partners joins from Royal Alliance, an Advisor Group subsidiary, and aligns with LPL OSJ National Financial Alliance.

FULL ARTICLE

SPONSORED CONTENT

8.05% at 65

Lifetime non-reducing income with annual step-up.  Get an Edge.

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CELEBRITY ESTATES PODCAST

Replay: Pat Bowlen and Creating an Estate Plan Before Being Forced Out

Denver Broncos owner Pat Bowlen resigned as CEO of the team in 2014 and died in 2019. His unique estate plan tasked a group of trustees with finding a new owner.

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REGULATION AND COMPLIANCE

Crypto Offers a Road Map for Improved Stock Trading

The SEC’s proposal to overhaul how transactions are conducted reads like the invention of lawyers and economists who can’t see the easy fix that exists right before their eyes.

FULL ARTICLE

WHITE PAPER

Tips For Creating A Repeatable, Measurable M&A Process

Despite the challenges of merging and acquiring financial businesses, having the right practices, processes and technology can make for a smoother journey. Here’s how to navigate the landscape.

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Podcasts

RIA EDGE PODCAST

WEG’s Jim Cahn on the Drivers of RIA M&A in 2023

Wealth Enhancement Group's Jim Cahn discusses how growth will take shape in 2023 for his firm and the RIA industry.

Sponsored by Schwab Advisor Services

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NEXT PODCAST

RFG’s Shannon Spotswood on Why Bear Markets Are a Bull Market for Advice

The president of RFG Advisory discusses how the market's volatility could be a once-in-a-lifetime opportunity for advisors to connect with new clients.

Sponsored by BNY Mellon | Pershing

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WMTV ON LOCATION

Barry Miller on the Evolving Secondary Market

The CEO of Ares Private Market Fund, explores how the secondary market has changed and performed for investors.

WATCH NOW