WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | The five advisors are based in Newton Lower Falls, Mass. and will form Lightship Wealth Strategies. FULL ARTICLE |
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| RIA NEWS | | | | Diana Britton | | McCartan, who became CMO at Hightower in July 2022, shared the “bittersweet update” that she had departed the firm, saying she was unsure but excited about her next opportunity. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Thrivent | | Bonds may help investors reduce their tax burden. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussion about the first lawsuit against the DOL fiduciary rule, April job numbers, JP Morgan data breach and more. WATCH NOW |
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| HIGH NET WORTH | | | | Michael A. Gregory | | Outside stakeholders have long encouraged the IRS to expand ways to resolve disputes with the agency. FULL ARTICLE |
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