WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

MAY 30, 2023

RETIREMENT NEWS

Technical Corrections Expected for SECURE 2.0 Act

The four provisions that require changes revolve around RMDs, employer contribution to pension plans, SIMPLE and SEP plans, and catch-up contribution allowances.  

FULL ARTICLE

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OPINION

Do Clients Really Want Personalized Portfolios?

Clients rarely have well-defined ideas about what they want their portfolios to look like. That’s why they seek out advisors in the first place.

FULL ARTICLE

SPONSORED CONTENT

Access On-Demand CE Credit Practice Management Courses

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WMRE COMMON AREA PODCAST

Creating Balance Between Strong Income and Capital Appreciation

Clarion Partners' Rick Schaupp came on the podcast to talk about the firm's latest real estate investment fund and how it can fit into clients' portfolios.

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HIGH NET WORTH

JPMorgan Builds Unit for World’s Richest Families in Wealth Bet

The unit, called 23 Wall, focuses on about 700 families worth more than $4.5 trillion.

FULL ARTICLE

FASTCHAT VIDEO

The New Era of Access

Matt Brown, founder, CEO, and chairman at CAIS discusses how technology is changing the advisor game.

WATCH NOW

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