WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 3, 2021

TECHNOLOGY

Flat-Fee Asset Manager First Ascent Buys Onboarding Tech

The TAMP is acquiring long-time onboarding tech provider Forward Financial Technology.

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HIGH NET WORTH

Jim Simons, RenTech Insiders to Pay Billions in Back Taxes

The founder of quantitative hedge-fund manager Renaissance Technologies and his colleagues will pay billions of dollars in back taxes, interest and penalties to resolve one of the biggest tax disputes in U.S. history.

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SPONSORED CONTENT

Positioning Client Portfolios for a Potential Market Cycle Change

D.J. Tierney, discusses a potential market cycle change where value and international stocks may take over performance leadership from growth and domestic equities.

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THE STEPHEN AND KEVIN SHOW

Turning Social Contacts into Business Opportunities

How to do it without ruining relationship.

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HIGH NET WORTH

Senate Democrats Eye Taxes on Stock Buybacks, Excess CEO Pay

Treating corporate buybacks and dividends similarly for tax purposes would raise $70 billion to $80 billion a year,

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SPONSORED CONTENT

Market Optimism: What Clients Need to Know

Market concerns you need to discuss with clients to get ahead.

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Wealthies Circle Spotlight

Should Your Next Event be Online or Offline?

We crunched the numbers and interviewed the experts to find out.

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SPONSORED WEBINAR

Reimagining the Customer Experience in Wealth Management

On Sept. 9th, presenters will give a closer look at the digitization trends shaping the wealth management industry, and how technologies like e-signature increase efficiency and accelerate customer acquisition.

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VISIT THE WEALTHIES CIRCLE