Wealth Management Daily Memo

SEPTEMBER 9, 2020

TECHNOLOGY

Tech Decisions For 2021 Start To Add Up

Samuel Steinberger

To spend or not to spend, that will be the question asked by all advisors looking at their 2021 tech budgets.

INDUSTRY

RIA Lending is Thriving, Despite the Pandemic

Erick Bergquist

Both Skyview Partners and Live Oak Bank have experienced upticks in RIA borrowers.

SPONSORED CONTENT

Midyear Update: Global Investment Outlook

Sponsored by Franklin Templeton

Our midyear outlook examines how a post-crisis recovery may take shape.

ESTATE PLANNING

IRS Rules Merged Trust Qualified as “See-Through”

Stephen J. Putnoki-Higgins

IRA assets could be distributed based on oldest beneficiary’s life expectancy.

SPONSORED CONTENT

Find the Right Buyer to Ensure Your Advisory Firm's Future Success

Sponsored by BNY Mellon | Pershing

Strategically plan for the next step of your firm's evolution.

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