Morning Memo
 
Wealth Management Morning Memo

APRIL 28, 2023

TECHNOLOGY

The Financial Industry’s 10 Most-Common Passwords

A new analysis by password manager NordPass stresses that major companies open themselves up to security risks by using passwords that lack creativity.

FULL ARTICLE

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HIGH NET WORTH

Avoiding (or at Least Deferring) Taxes on the Sale or Gifting of Art

Sale at auction could result in half of the hammer price going to taxes and fees.

FULL ARTICLE

WHITE PAPER

Deliver Tax-Efficient Portfolios at Scale

Help clients reduce the impact of taxes.

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MINDY DIAMOND ON INDEPENDENCE

An Independent Advisor’s 3x Revenue Growth Story

Matt Blocki left the insurance broker/dealer world to build Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.”

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COLLEGE PLANNING

Most Colleges Don't Tell Students the True Cost of an Education

More than 90% of financial aid letters either understate the net price of attendance or don’t include it at all.

FULL ARTICLE

FASTCHAT VIDEO

“Income” is Unlocked with Fixed Income

Why bonds may offer the best period of prolonged returns since the Global Financial Crisis.

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WMTV

ADJUSTED FOR RISK PODCAST

The Zephyr Summit

Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit for Enhancing Investor Experience.

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401KTV

401(k) Real Talk Episode 57: April 26, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

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SPONSORED WEBINAR

The Critical Minerals Supply Crunch: Mining the Energy Transition for Investment Opportunity

Join us on May 4th to how the supply-demand scenarios for lithium, uranium, copper, and nickel may impact miners, and the resulting investment opportunities.

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