WealthManagement.com Daily Memo
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| RETIREMENT PLANNING | | | | | | Mark Miller | | Some especially important decisions occur at the point of initial enrollment. FULL ARTICLE |
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| PHILANTHROPY | | | | Todd H. Eckler | | It is important to understand the potential hazards of endowment gifts and consider options to mitigate them before funding one. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | Learn tricks to make client goals come alive in new ways. LEARN MORE |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | Zephyr Market Strategist Ryan Naumann highlights eight topics that he will be watching in 2023 that will drive markets and considerations to prepare investment portfolios for the new year. WATCH NOW |
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| FASTCHAT VIDEO | | | | Sponsored by FNZ | | Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. FNZ provides digital-first, integrated solutions, enabling efficient and tailored advice, with an end-to-end wealth management technology solution. WATCH NOW |
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