Morning Memo
Wealth Management Morning Memo

OCTOBER 21, 2021

RETIREMENT PLANNING

Five Tax Implications of the Budget Reconciliation Bill for Retirement Savers

Take note of these revenue offsets and their potential effective dates.  

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CAREERS

Eight Reasons Advisors Leave their Broker-Dealers to Start Their Own RIAs 

It is common to find oneself at a crossroads when considering proposing marriage, having a baby or buying a home. The decision to start one’s own business is no different.

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WEALTHIES CIRCLE PODCAST

Digital Transitions with Skience’s Marc Butler

Skience's Marc Butler discusses the direction the firm has taken during the COVID-19 pandemic.

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PHILANTHROPY

Charity Refuses Pledge from Jamie Lynn Spears

Mental health nonprofit This is My Brave publicly declined a donation tied to the proceeds of Spears’ upcoming memoir.

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PHILANTHROPY

Six Benefits of Establishing a DAF for Clients

DAFs allow a wider range of clients to experience the joy of giving and enable charities to receive more consistent and larger grants.

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SPONSORED CONTENT

Rising Demand for Financial Planning

34 percent of CFPs reported an increase in prospect inquiries.

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ETFS

Bitcoin Futures ETF Fee War Is Already Heating Up After One Day

VanEck’s pending Bitcoin Strategy ETF (XBTF) will carry a management fee of 0.65%, undercutting the 0.95% expense ratio carried by the ProShares Bitcoin Strategy ETF (BITO).

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REAL ESTATE

Considerations for Investing in Single-Family Rentals

Here are some things to consider for investors and developers looking to diversify by entering the SFR space.

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SPONSORED WEBINAR

Strengthening Client Loyalty with the Right Mix of Tech, Security & Automation

In this webinar on Oct. 27th, you’ll identify how advisors are analyzing and improving their technology stack and processes, analyze automation strategies, and more.

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