WealthStack Podcast: Fixing RIA Fee Billing with Lacey Shrum
Smart Kx founder Lacey Shrum details the challenges RIAs face with billing and how the company's software solves them through automation.
Source: wealthmanagement.com
Lacey Shrum News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Lacey Shrum Today - Breaking & Trending Today
Cryptocurrency taxes in the wake of FTX's meltdown
Unlike stocks, digital currencies aren't hit by the wash-sale rule — a major opportunity to turn lemons into lemonade.
Source: financial-planning.com
Q&A: Lacey Shrum on the Problem Smart Kx Is Solving for RIAs
The clever and entertaining attorney and founder of Smart Kx talks about the why behind her startup, among other things.
Source: wealthmanagement.com
WealthStack Roundup: Black Diamond, Hightower, iCapital, Smart Kx
Black Diamond hits a milestone, Hightower partners with TIFIN's Clout, iCapital receives patents and Smart Kx gets funding.
Source: wealthmanagement.com
What financial advisors need to know about crypto taxes
Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.
Source: financial-planning.com