WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | New Jersey-based advisors Leslie Shenkler and Daryl Lipkin will join the independent broker/dealer’s Strategic Wealth Services to form the new independent practice Alcove Private Wealth. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | Diana Britton | | iCapital will also build a customized portal for Golub and its existing clients. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Wells Fargo Advisors | | Watch as James Schneider and Tom Harsanyi at Wells Fargo discusses choices to consider when transitioning your business. WATCH NOW |
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| HIGH NET WORTH | | | | Justin Sink and Erik Wasson | | President Joe Biden's budget proposal calls for more than $2.5 million in tax hikes on the wealthy and large corporations. That includes a 20% minimum tax on the unrealized capital gains for households worth at least $100 million. FULL ARTICLE |
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| EQUITIES | | | | Jessica Menton and Nikos Chrysoloras | | The S&P 500 Index is up more than 8% over the past two weeks, recouping all of its losses since the Russian invasion on Feb. 24. The Nasdaq is up almost 11%. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Bill.com | | This eBook details ways you can standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients, and address the changing cybersecurity landscape. DISCOVER MORE |
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| MINDY DIAMOND ON INDEPENDENCE | |
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| How Brock Moseley Built a $3B+ RIA Firm | |
| Mindy Diamond and Louis Diamond | |
| For Brock Moseley, the choice to leave Morgan Stanley for a second time, in 2007, to launch RIA Miracle Mile Advisors was about living true to his ethos. He built the independent firm from the ground up based on everything he couldn’t find anywhere else for his ultra-high-net-worth clients, at a time when independence was still a nascent concept. LISTEN NOW |
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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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