JUNE 21, 2024

HIGH NET WORTH

U.S. Supreme Court Decision Upholds Constitutionality of Transition Tax

What wealth advisors need to know about taxing unrealized gains

MARKETING

Russell Investments Expands SMA Options

The investment manager has added eight new fixed-income and multi-asset SMAs for advisors to use in client portfolios.

WHITE PAPER

Managing Risk with a Multi-Manager Implementation

Sponsored by Brinker Capital Investments

A behaviorally-oriented approach to help investors succeed.

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WHAT'S IN MY WEALTHSTACK

Tepp Wealth Management: Approaching The Tech Stack From A Tax-Smart Perspective

David Tepp, founder and CEO of Tepp Wealth Management, discusses how he uses his CPA background to center financial planning for clients of his $130 million AUM firm.

WMTV ON LOCATION

Democratizing Access to Advice

Mark Evans, president and CEO of Conquest Planning, discusses how his firm works to provide advice to all clients, not just the high net worth.

Sponsored by Altus Group

Read the top five key takeaways from the Q2 2024 results.

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