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JANUARY 24, 2023

PEOPLE

The 10 Biggest Tax Crooks of 2022

WealthManagement.com Staff

The criminal investigative arm of the IRS counts down their biggest cases of the past year.

FULL ARTICLE

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TECHNOLOGY

BridgeFT Launches WealthTech API

Davis Janowski

The new product provides firms with account aggregation and multi-custodial feeds through a single API.

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WHITE PAPER

Digital Marketing Automation Driven by Your CRM

Sponsored by Orion Advisor Tech

Leverage new CRM technologies to increase organic growth.

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EQUITIES

Five Investment Opportunities the 60/40 Rule Overlooks

Eric Leve

Today’s financial landscape demands an approach that is both broader and more nuanced.

FULL ARTICLE

RETIREMENT PLANNING

How to Save for Retirement by Paying Down Student Loans

Ella Ceron

A new provision will allow more employers to make retirement-fund contributions for workers who pay down their student loans.

FULL ARTICLE

SPONSORED WEBINAR

The Wild Cards of Retirement: Addressing Your Clients’ Deepest Concerns

Sponsored by Midland Advisory

This live webinar on Jan. 26th will present key findings from a new research study revealing how high-net-worth and mass affluent investors’ views about retirement are evolving – and the role a financial advisor could play in helping clients to and through retirement.

REGISTER NOW