Morning Memo
Wealth Management Morning Memo

MAY 10, 2021

INDUSTRY

The 15 Best-Paying Metro Areas for Financial Advisors

For advisors looking to see how far their pay will stretch, location matters.    

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TECHNOLOGY

Orion, FeeX Partnership Opens Retirement Accounts To Advisor Management

Orion is bolstering its relationship with FeeX, providing advisors with an opportunity to manage and trade on held-away accounts.  

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SPONSORED CONTENT

Revisit Their Past. Plan Their Future.

Here's how family history with money defines a client's future.

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BUSINESS PLANNING

Is There a Fire Within Your Office Walls?

Due to the pandemic, the potential for professional dissent is especially high at present.

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INDUSTRY

This Week in Wealth Management M&A Deals

The mergers, acquisitions and advisor moves you may have missed the week of May 3, 2021.  

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SPONSORED CONTENT

Tax Day: How Investors Can Have Their Cake and Eat It Too

Through an effectively structured tax-managed investment strategy, investors can meet goals even in a challenging year like 2020. The savvy investor uses losses now to offset gains later, thus managing their tax burden.

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ALTERNATIVE INVESTMENTS

Crypto Pros Are Getting Tired of $79 Billion Dogecoin Joke

While its meteoric rise mirrors that of Bitcoin, crypto purists fear it’s a distraction from their grand project of deploying blockchain technology to revolutionize modern finance with everything from decentralized currencies to tokenized art.

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REAL ESTATE

Brokers Raise Billions for Green Land Deals IRS Calls Tax Scams

The industry selling syndicated conservation easements is “facing a ticking time bomb."

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SPONSORED WEBINAR

Envisioning Today’s Growth Plan

The growing trend pre-pandemic to leverage technology for greater business efficiency has only accelerated. Join us online on May 11th to hear industry experts discuss the recent trends influencing technology buying and share tips that can set you up for success.

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