WealthManagement.com Daily Memo
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| TECHNOLOGY | | | | | | Rob Burgess | | The popular financial visualization software company continues to grow its user base, staff and integration partners. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | The acquisition of Prosperity Advisors, an OSJ led by Paul Ewing, is the second such minority deal for Cetera and part of the firm's new partner practice program. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by ProShares | | The key question of 2023: Will there be a hard or soft landing? Strategists offer their insight and discuss strategies that are potentially well positioned for the year ahead. LEARN MORE |
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| HIGH NET WORTH | | | | David A. Handler and Alison E. Lothes | | The Nebraska Supreme Court held that the owners of Crete Carrier Corp., a major U.S. trucking company, failed to abandon their domicile in Nebraska for a permanent residence in Florida. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Teresa Ghilarducci | | Make no mistake, a plan to raise the retirement age is a plan to cut benefits. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Laserfiche | | Advisors had to adapt virtually overnight to remote work during COVID-19. Now they have a once-in-a-life opportunity to capitalize on the technology transformation they befitted from. DOWNLOAD NOW |
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