WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

MAY 12, 2022

INDUSTRY

NFP Reorg Reflects Growing Wealth Management Focus

NFP says it is realigning the company to better showcase growing wealth management and retirement plan offerings, attract new talent and deliver "holistic" financial planning.

FULL ARTICLE

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TECHNOLOGY

TIFIN Closes $109M Series D Round, Valuation Jumps to $842M

Franklin Templeton and Motive Partners join the latest round, which will fuel additional growth at the wealthtech startup incubator.

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SPONSORED CONTENT

Why Leading Wealth Advisors are Waking Up to Bitcoin

Bitcoin has morphed from an early adoption phase into a rapid growth phase, reaching new highs in asset prices, user adoption and trading activity. Still unsure about the benefits of bitcoin? Read our latest report, Why Bitcoin Now?

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ESTATE PLANNING

Tax Court to Rule on J.Crew Founder’s Split-Dollar Insurance Plan

IRS claims that Arthur Cinader's estate understated taxable gifts and overstated debt deductions.

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ALTERNATIVE INVESTMENTS

Crypto Is Feeling the Market Heat. Here’s What You Should Do

Use the slump to determine which crypto assets are safest, advisors say.

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SPONSORED CONTENT

Alleviating Retirement Planning Fears and Risks in a Turbulent Market

In this webinar on Thurs. May 19, you'll learn how to alleviate clients' worry about market turbulence and the risks associated with retirement income distribution.

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