Morning Memo
 
Wealth Management Morning Memo

MARCH 30, 2022

HIGH NET WORTH

Biden's 2023 Green Book: The Billionaire Tax

Or, more appropriately, the $100 millionaire tax.  

FULL ARTICLE

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TECHNOLOGY

eMoney Tries to Incentivize App Growth

eMoney is hoping white-labeling its Incentive app will help drive adoption. Cash prizes for downloads are also on the table.

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SPONSORED WEBINAR

How Successful Advisors Drive Client Engagement During Volatile Times

Join this webinar on Thurs. April, 7th as presenters show how successful firms have built their tech stack on the Redtail and Risklayze integration, and discuss the new enhancements to both platforms.

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FIXED INCOME

TIPS on Hedging Inflation

How can advisors take air out of the impact of ballooning inflation on clients' investments?

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ETFS

Grayscale’s Fight for a Bitcoin ETF Could End in Lawsuit Against SEC

The SEC's final deadline to rule on the digital-asset manager’s application to convert the Grayscale Bitcoin Trust (GBTC) into a physically-backed ETF is July 6.

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