Morning Memo
 
Wealth Management Morning Memo

AUGUST 16, 2023

TECHNOLOGY

SMArtX Founder, CEO Evan Rapoport Stepping Down

Industry veteran and current president and COO Jonathan Pincus moves into the CEO role.

FULL ARTICLE

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ESTATE PLANNING

IRS Announces New Paperless Processing Initiative

The new system's purpose is to improve service and help target tax evaders.

FULL ARTICLE

WMTV ON LOCATION

Navigating the Complexities of Compliance

By approaching compliance as a strategic opportunity rather than a regulatory burden, advisors can successfully navigate the maze and build a stronger practice.

WATCH NOW

RIA EDGE WEST

'No One Wants to Work' Is a Bad Excuse

Is the problem with the employee or the employer? Mark Tibergien challenges the notion that younger employees are solely responsible for shifting work habits and delves into the crucial interplay between employers and workers, shedding light on how companies can attract and retain top talent in an evolving market.

FULL ARTICLE

ETFS

The Short-Volatility Trade Is Back With ETFs Sucking In Billions

Investors are essentially betting against swings in share prices, with demand so hot that funds like JEPI and QYLD keep drawing in money despite subpar returns.

FULL ARTICLE

WEBINAR

Empowering Financial Advisors: Mastering Digital Communication and CX

Join us on August 22 for an insightful webinar as we unveil the secrets to Empowering Financial Advisors through Mastering Digital Communication and CX!

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