AUGUST 27, 2021

HIGH NET WORTH

When Olympians Win Big, So Does the IRS

Anna Sulkin

Some athletes are subject to income tax on their medals.

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CLIENT RELATIONS

Survey: Millennials Increasingly Turn to Financial Advisors

Samuel Steinberger

Millennials are increasingly worried about not hitting their financial goals—and are turning to advisors for help.

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Sponsored by FIS

Disruption will define this decade. Join this webinar on Sept. 9th at 4:15pm ET / 1:15pm PT for a discussion that will cover growth strategies wealth providers should focus on, actions to future-proof your growth models, and how fintech can help you execute your strategies successfully.

PEOPLE

Raymond James OSJ Adds Managing Director of Business Development

Samuel Steinberger

Concurrent is adding Steve Bielke to beef up its recruiting efforts.

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MINDY DIAMOND ON INDEPENDENCE

An “Industry Outsider” Shows What’s Possible When Building a Financial Planning Firm from the Ground Up

Mindy Diamond

Anders Jones shares his, and his company, Facet Wealth's, journey with Diamond Consultants' Louis Diamond.

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