WealthManagment.com Daily Memo
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| PHILANTHROPY | | | | | | Sandra G. Swirski | | Many charities still lack the infrastructure to accept digital asset gifts. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | A small subset of OSJs is going beyond simply leveraging scale to get better deals with broker/dealers to become full-service support platforms for advisors. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Sage Intacct | | The only way to future-proof your business is to operationalize it. Now your finance team can enjoy a scalable, best-in-class accounting platform that empowers them to work smarter, not harder. DOWNLOAD NOW |
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| WMRE COMMON AREA PODCAST | | | | WMRE Staff | | Belinda Schwartz, chair of the real estate department with Herrick Feinstein, comes on the podcast to discuss how HNWIs and family offices approach investing in the commercial real estate sector. LISTEN NOW |
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| PEOPLE | | | | Ben Bain | | Lee, a Democrat, will stay at the watchdog until President Joe Biden names her successor and that person is confirmed by the U.S. Senate. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Commonwealth Financial Network | | Managing your practice, your way. Sounds nice, doesn’t it? LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Zephyr | | This webinar on March 17th will offer insights into defining investor experience, increasing referrals without asking for them, and building personal brand equity to define value. REGISTER NOW |
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