WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Commonwealth and Cerity bring in billions, Steward adds a new exec, IEQ sells a minority stake and Pallas launches a financial literacy program. FULL ARTICLE |
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| COLLEGE PLANNING | | | | Adam Brewer | | The SECURE 2.0 Act allows investors to rollover unused contributions from 529 accounts to Roth IRAs. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | Harnessing the power of human emotion with both compassion and robust technology to keep investors focused on what’s best for them isn’t just a trend; it’s the future of what it means to be a fiduciary. LEARN MORE |
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| REAL ESTATE | | | | Bendix Anderson | | Matt Picheny has built a Sun Belt multifamily portfolio and generated healthy returns for passive real estate investors. FULL ARTICLE |
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| HIGH NET WORTH | | | | Ben Steverman | | The Biden administration’s first-ever analysis of tax return data by race and ethnicity shows a discrepancy in those who gain from lower rates on capital gains and dividends. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by TIFIN | | Join this webinar on Jan. 31st for a discussion on the evolution of sustainable investing and how the ever changing social, environmental and political landscapes shape these strategies. REGISTER NOW |
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