WealthTech Weekly: January 6, 2023
Welcome to the news highlights of this week.
What’s going on:
- Sanctuary Wealth picks Wealthbox’s enterprise CRM
- Titan Wealth purchases IFA firm Telford Mann Group
- Wealthy American couples will be able to give their heirs $26 million tax-free
- Canadians revealed their financial concerns for 2023
- Financial Advisor imagines how clients’ financial New Year resolutions might look like
Let’s explore it all.