WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Samuel Steinberger | | eMoney is hoping white-labeling its Incentive app will help drive adoption. Cash prizes for downloads are also on the table. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | The three advisors joining the $23 billion firm will expand Cresset Asset Management’s West Palm Beach, Atlanta and Chicago offices. 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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| HIGH NET WORTH | | | | 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. FULL ARTICLE |
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| EQUITIES | | | | Jeff Rosenkranz and Kyle Johnson | | Comparing the financial metrics of portfolio management to America’s pastime. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by LPL Financial | | If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision. LEARN MORE |
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| SPONSORED WEBINAR | | | | 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. REGISTER NOW |
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