Morning Memo
 
Wealth Management Morning Memo

DECEMBER 22, 2023

The Top Nine WealthManagement.com Podcasts for 2023

These nine episodes provide diverse points of view, cutting-edge information, inspirational guests and valuable insights to help advisors improve both their professional and personal lives.    

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TECHNOLOGY

Vestwell Raises $125M in Series D Round

This follows a July partnership announcement with Silver Lake Waterman and a C round in 2021.

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WHITE PAPER

How Tax Efficient Is Your Approach?

Incorporate these 3 tax-loss harvesting ideas into your practice.

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REGULATION AND COMPLIANCE

X Marks the Spot: Focus on Digital Signature Fraud in 2024

Avoid an unnecessary and expensive penalty by having these policies and procedures in place regarding e-signatures.

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RETIREMENT PLANNING

Parents Are Risking Their Retirements to Support Adult Children

With younger generations facing higher housing costs and a tricky job market, many are living at home and getting financial assistance from their families.

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