WealthManagment.com Daily Memo
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| PHILANTHROPY | | | | | | Sandra G. Swirski | | Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets. FULL ARTICLE |
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| FOCUSED ON THE FUTURE PODCAST | | | | Suzanne Siracuse | | The president and COO of Commonwealth Financial Network discusses the strategies and principles that have helped the firm build relationships with advisors. LISTEN NOW |
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| FASTCHAT VIDEO | | | | Sponsored by CAIS | | Marc Premselaar, senior managing director of capital markets at CAIS discusses trends have influenced structured notes. WATCH NOW |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| REGULATION AND COMPLIANCE | | | | Tanaz Meghjani | | New York’s top law enforcement office is looking into “brokerage execution quality” at Robinhood. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Mariner Advisor Network | | Running your office doesn’t have to mean running in circles. DOWNLOAD NOW |
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