WealthManagment.com Daily Memo
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| ESTATE PLANNING | | | | | | Thomas Norelli | | Revenue Procedure 2022-32 extends time to file via simplified procedure from two to five years after decedent’s death. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | TIFN makes an international acquisition as iCapital goes to work in France and Italy. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by iShares by BlackRock | | This Wealth Management EDGE Visionaries webcast on July 26th will offer an assessment of the current market and economic environment, while also providing a deep dive on innovations in WealthTech and investment management. REGISTER NOW |
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| INDUSTRY | | | | Ali Hibbs | | With its latest acquisition Alera bolsters its retirement plan services and expands its Southwest footprint. FULL ARTICLE |
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| CLIENT RELATIONS | | | | Matt Oechsli | | Start checking Facebook for opportunities to strengthen emotional connections. FULL ARTICLE |
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