Morning Memo
 
Wealth Management Morning Memo

JANUARY 23, 2023

RETIREMENT PLANNING

2022 Saw Big Changes for the US Retirement System

A rundown of the good, the bad and the ugly.

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RIA NEWS

Mercer Advisors Rebrands to Reflect Its Position As National RIA

Mercer has updated its messaging, images and colors to better reflect its position as a national RIA with an integrated approach to financial planning.  

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SPONSORED WEBINAR

The Wild Cards of Retirement: Addressing Your Clients’ Deepest Concerns

This live webinar on Jan. 26th will present key findings from a new research study revealing how high-net-worth and mass affluent investors’ views about retirement are evolving – and the role a financial advisor could play in helping clients to and through retirement.

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TECHNOLOGY

Advisor-Finder Zoe Financial Launches Wealth Platform

The lead generation company has partnered with Apex Fintech Solutions to offer custody and clearing services as part of its new platform.

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FIXED INCOME

The History of the Currencies of the World

You can tell a lot about a nation by whom it chooses to honor on its currency.    

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WHITE PAPER

Risk Is Personal

Learn tricks to make client goals come alive in new ways.

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