WealthManagment.com Daily Memo
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| ESTATE PLANNING | | | | | | Domingo Such III and Jamie A. Schafer | | The CTA broadens reporting to U.S. authorities of information—and personal identification documentation—concerning beneficial ownership of nearly all U.S. companies as well as foreign companies doing business in America. FULL ARTICLE |
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| PHILANTHROPY | | | | Geoff Paul | | The call for feedback touches on policies that, if changed, would likely impact the flow of crypto gifts to nonprofits. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Allianz Life Insurance Company of North America | | This white paper present highlights of our latest research on retirement income and risk planning, and offers a roadmap for advisors to address the retirement income and planning needs of clients. Allianz Life Insurance Company of North America is not affiliated with Wealth Management IQ or WealthManagement.com. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| HIGH NET WORTH | | | | Marion Halftermeyer | | Total net private wealth across the world decreased by 2.4% to a total of $454.4 trillion, according to Credit Suisse’s annual global wealth report. FULL ARTICLE |
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| MIDYEAR OUTLOOK | | | | Sponsored by MyComplianceOffice | | Financial advisors need to embrace electronic communications to stay competitive and meet client needs, but eComms come with significant compliance risks. LEARN MORE |
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