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Wealth Management Morning Memo

MAY 23, 2024

HIGH NET WORTH

Six Items that Could Trigger an IRS Audit

Matthew Chancey

Wealthy individuals with a red flag on their tax returns are more at risk.

FULL ARTICLE

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INDUSTRY

Schwab's Bernie Clark: The First Trillion Dollar RIA Is Coming

Patrick Donachie

As RIAs continue to consolidate, the industry will soon see a $1 trillion AUM firm emerge, Clark predicted at Schwab’s Institutional Investor Day.

FULL ARTICLE

SPONSORED CONTENT

How Have Elections Moved Markets?

Sponsored by Capital Group

The Guide to investing in an election year has the answers.

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RETIREMENT PLANNING

Report: Half of U.S. Adults 61-65 Have Already Retired

WealthManagement.com Staff

Nearly a third of them are still providing financial support to adult-age children and extended family members.

FULL ARTICLE

TECHNOLOGY

The Word on WealthTech for May 2024

Doug Fritz

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

FULL ARTICLE

WMIQ RESEARCH REPORT

Increased M&A Interest Aligns with Steadily Climbing Firm Valuations

In partnership with Cambridge Investment Research

Opportunity awaits as financial advisors navigate and capitalize on stable economic environments.

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