WealthManagement.com Daily Memo
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| RETIREMENT PLANNING | | | | | | Bruce D. Steiner and Denise Appleby | | New law includes significant changes to the rules for individual retirement accounts and employer plans. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Chris Farrell | | Longtime WealthManagement.com contributor Mark Miller discusses his new book, which highlights how unprepared many Americans nearing retirement age are for the next stage of their lives and what can be done, both on a personal and policy level, to fix it. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion | | Turn unified technology into a powerful recruitment and retention tool. LEARN MORE |
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| ETFS | | | | Tim Urbanowicz | | Assets in defined outcome ETFs doubled over 2022. The research team at Innovator ETFs, who pioneered the model, collected data across 350 RIAs and 50 broker/dealers to see how advisors used the funds. FULL ARTICLE |
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| HIGH NET WORTH | | | | Ben Steverman | | The US lifetime estate-and-gift tax exemption is up to almost $26 million for married couples after the highest inflation in decades adjusted the threshold. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with BILL, SS&C Black Diamond, & TIFIN Wealth | | How wealth managers are using technology. DOWNLOAD THE REPORT |
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| REAL ESTATE | |
| | | WMRE's Top 10 Galleries | |
| WMRE Staff | |
| The top galleries assembled in 2022 by WMRE reflected the impact of a changing world on commercial real estate trends. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Broadridge | | Join this webinar on Jan. 19th for an explanation of the key changes in the DOL’s ESG ruling, as well as a summary of how the states and the industry are reacting to the regulation. REGISTER NOW |
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