WealthManagment.com Daily Memo
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| PHILANTHROPY | | | | | | Michael Featherman | | Smaller accounts that may slip under the radar of endowment/foundation consultants often can be sizable for independent advisors. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Bill.com | | Explore practical tips for identifying the most important technology needs of family offices and evaluating solutions. REGISTER NOW |
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| MICHAEL KITCES' #FASUCCESS PODCAST | | | | Michael Kitces | | Delap Weal Advisory's Jared Siegel details how he's able to concentrate on the "fun" stuff—creating a high-quality, high-touch financial planning experience for his clientele—by oursourcing the middle- and back-office operations at his firm. LISTEN NOW |
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| FIXED INCOME | | | | Charlie Wells | | Money managers say investors shouldn’t fret if they missed the deadline to lock in a record interest rate. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by BizEquity | | How can advisors guide business owner clients through inflation? DOWNLOAD NOW |
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