WealthManagement.com Daily Memo
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| HIGH NET WORTH | | | | | | Justin M. Hannan, Mariano Robert Beecher and Emily Byrnes | | Taxpayers would have to pay annual taxes on asset values rather than income. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The Volunteer state is the 31st to enact a regulation or law based on a model released by the National Association of Insurance Commissioners in 2020. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | Leverage new CRM technologies to increase organic growth. LEARN MORE |
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| RETIREMENT PLANNING | | | | Aaron Schumm | | The new legislation brings many opportunities for financial advisors to rapidly scale their practices. FULL ARTICLE |
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| REAL ESTATE | | | | Sheldon Chang | | Investors should ideally balance income-producing properties that typically generate modest yet steady returns with more growth-oriented investments that can potentially produce higher returns over a longer period. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by AssetMark | | From advisor to entrepreneur, determine which approach is right for you. DOWNLOAD NOW |
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