WM Morning Memo
 
Wealth Management Daily Memo

JULY 18, 2025

ALTERNATIVE INVESTMENTS

New Tax Law Makes Opportunity Zones Permanent, Helping Advisors Find Tax Breaks for Clients

However, the timing of the new rules' implementation has created a “dead zone” in near-term fundraising.

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COLLEGE PLANNING

A More Efficient Way To Check For Scholarships

The knowledge your clients seek is likely within a school's Common Data Set.

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PODCAST

The Diamond Podcast for Financial Advisors: The Evolution of an Ex-Wirehouse Advisor’s $3B Business

Joel Guth shares how stepping out from under the Hightower umbrella to become a fully independent RIA opened up a new world of opportunity for his firm Gryphon Financial Partners.

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EDGE TV

Maximizing Capacity: Strategies for Sustainable Growth in Advisory Services

Mariner's Kevin Corbett dives into the importance of organic growth for advisors.

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