Wealthmanagement Email Newsletter: IRS Not Complying With Directive to Audit Wealthy Taxpayers (July 13, 2024)


	JULY 13, 2024

HIGH NET WORTH


	IRS Stops Complying with Treasury Directive on Auditing Wealthy Taxpayers

Anna Sulkin Stern

The agency shifts its focus to a wider income range.

FULL ARTICLE

TECHNOLOGY


	Bain Capital to Acquire Envestnet

Davis Janowski

Valued at $4.5 billion, the technology behemoth to advisors will be taken private with minority stakes from key strategic partners.

FULL ARTICLE

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INDUSTRY


	The Top Employee and Independent Broker/Dealers

Diana Britton

Stifel had the highest satisfaction score among employee advisors, while Commonwealth took the top spot among independents, according to J.D. Power’s latest ranking.

FULL ARTICLE

RIA NEWS


	Former Edward Jones Advisors Launch Breakaway Support Platform

Diana Britton

Uptick Partners debuts with an Alabama-based team as its first breakaway. Its goal is to help non-protocol, captive advisors go independent.

FULL ARTICLE

PEOPLE


	RFG Promotes Shannon Spotswood to CEO

Diana Britton

Spotswood, who has led day-to-day operations of RFG for the past nine years, succeeds founder Bobby White, who moves into an executive chairman role.

FULL ARTICLE

RIA NEWS


	Coldstream, Arnerich Massena Merge to Create $10B RIA

Diana Britton

With this latest deal included, Coldstream has nearly doubled in size over the last three years without taking any outside capital.

FULL ARTICLE

COLLEGE PLANNING


	How to Check the ROI of Academic Programs

Lynn O'Shaughnessy

On the Foundation for Research on Equal Opportunity website, advisors and clients can search for the ROI of individual programs offered by private and state colleges and universities.

FULL ARTICLE

EQUITIES


	Stock Picker’s Markets Don’t Exist

Larry Swedroe

Active management is a loser’s game.

FULL ARTICLE

ESTATE PLANNING


	Pros and Cons of a Living Inheritance

Randy A. Fox

It can be a “financial helping hand” and a great way to test-drive how well the adult kids will handle their inheritance when the time comes.

FULL ARTICLE

REAL ESTATE


	Where Public REITs Stand at Midyear

David Bodamer

REIT total returns rose for the second straight month and are approaching a break-even point for the year.

FULL ARTICLE

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July 13, 2024 10:02am
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IRS Not Complying With Directive to Audit Wealthy Taxpayers

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