View Online

JANUARY 4, 2024

ESTATE PLANNING

T&E Quiz: How Well Do You Know the Latest Estate Planning Developments?

WealthManagement.com Staff

Find out if you understand the key strategies and techniques used by estate-planning practitioners

FULL ARTICLE

RIA NEWS

Waverly Advisors Announces Largest Deal Yet

Diana Britton

The Birmingham, Ala.-based RIA acquired the investment advisory business of StrategIQ Financial Group, adding $1.5 billion in assets.

FULL ARTICLE

WHITE PAPER

The Advisor’s Guide to Philanthropic Giving for High-Net-Worth Clients

Sponsored by Commonwealth Financial Network

Help your clients give back with confidence.

DOWNLOAD NOW

TECHNOLOGY

Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative

Rob Burgess

Despite initial excitement, enthusiasm for Meta’s new social media platform has been flagging among advisors.

FULL ARTICLE

INSURANCE

US Supreme Court to Settle Company-Owned Life Insurance Estate Valuation Issue

Louis A. Laski

Should company-owned life insurance used to redeem stock be included in valuing a decedent’s ownership interest?

FULL ARTICLE

CONNECT WITH US

EVENTS

Inside ETFs | RIA EDGE | WealthStack

RESOURCES

WMIQ
Research

White
Papers

Webinars

Podcasts

COMMUNITY

Did someone forward you this newsletter? Sign up here to receive it direct.

You are subscribed to this newsletter as EmailAddress

To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.

Questions or problems? Contact Customer Service

Manage Subscriptions | Archive | Advertise | Privacy Policy