WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 9, 2023

PHILANTHROPY

Sweeping Senate Crypto Bill Would Eliminate Reporting Requirements for Large Donations

Bipartisan Senate proposal also provides de minimis exclusion from gross income for use of crypto assets.

FULL ARTICLE

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FOCUSED ON THE FUTURE PODCAST

Trap Kloman on How to Continue Success in an Unpredictable and Evolving Market

The president and COO of Commonwealth Financial Network discusses the strategies and principles that have helped the firm build relationships with advisors.

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FASTCHAT VIDEO

Trends in Structured Notes and How Advisors Can Learn More

Marc Premselaar, senior managing director of capital markets at CAIS discusses trends have influenced structured notes.

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401KTV

401(k) Real Talk Episode 71: August 9, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

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REGULATION AND COMPLIANCE

Robinhood Says It’s Facing Investigation From New York State

New York’s top law enforcement office is looking into “brokerage execution quality” at Robinhood.

FULL ARTICLE

WHITE PAPER

Overcome Your Firm’s Biggest Obstacles

Running your office doesn’t have to mean running in circles.

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