Wealth Management Daily Memo

MARCH 29, 2022

TECHNOLOGY

eMoney Tries to Incentivize App Growth

Samuel Steinberger

eMoney is hoping white-labeling its Incentive app will help drive adoption. Cash prizes for downloads are also on the table.

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INDUSTRY

Cresset Lures Advisors From Bank of America, Fidelity, J.P. Morgan

Patrick Donachie

The three advisors joining the $23 billion firm will expand Cresset Asset Management’s West Palm Beach, Atlanta and Chicago offices.

SPONSORED CONTENT

Six Reasons To Consider Sage Intacct Over QuickBooks

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.

HIGH NET WORTH

Billionaires and Private Equity Would See Tax Hikes in Biden’s Plan

Laura Davison

Biden’s billionaire tax faces a difficult road in Congress, where House Democrats already rejected including a similar proposal in their version of the Build Back Better plan that past last fall.

EQUITIES

How Baseball and Investment Managers Measure Talent Is Not So Different

Jeff Rosenkranz and Kyle Johnson

Comparing the financial metrics of portfolio management to America’s pastime.

SPONSORED CONTENT

Six Keys to Finding the Right Firm

Sponsored by LPL Financial

If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision.

WMRE

REAL ESTATE

Multifamily Sponsors Target Lucrative RIA Channel to Raise Capital

Jenn Elliot

It’s an extremely efficient way to raise money. But pursuing relationships with RIAs takes time and effort.

REAL ESTATE

Wyden Questions Crypto Miners’ Use of Opportunity Zone Tax Breaks

Allyson Versprille

Senate Finance Committee Chairman Ron Widen has asked several companies to respond to questions on crypto-mining projects in Opportunity Zones.

SPONSORED WEBINAR

Advances in RegTech: Managing Compliance Mandates

Sponsored by SS&C Black Diamond Wealth Platform

Timothy Welsh, will be joined by leading financial advisors on Mar. 31st to discuss anti-money laundering, monitoring your employees trades, managing outside business activities, and more.