WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MARCH 14, 2024

HIGH NET WORTH

President Biden Releases Budget Proposal for Fiscal Year 2025

This year’s plan calls for trillions in tax increases on the wealthy and corporations.

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RIA NEWS

Diversify Expands Investment Management Capabilities

The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.

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TECHNOLOGY

Orion Launches BeFi, Proposal Generation Tools at Annual Conference

The wealthtech company is inching steps closer to an all-in-one wealth management platform.

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ESTATE PLANNING

An Artist’s Estate Wants a Say in How the Media Portrays Her Life

The case of Ana Mendieta raises issues about who controls our stories after we're gone.

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