Wealth Management Morning Memo

FEBRUARY 7, 2020

MARKETING

A Trail of Broken Funnels

Samuel Steinberger

Is marketing a problem for advisors? Or is it advisors’ attitude about marketing that needs to change?

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TECHNOLOGY

The Secret Sauce to Digital Leads? Geography, Persistence, A Business Development Staff

Davis Janowski

It takes a mix of factors for firms of different sizes to find success with digital lead generation services.

SPONSORED CONTENT

A Multifactor ETF Investing Approach for Mid-Cap Stocks

Sponsored by John Hancock Investment Management

Why U.S. mid caps lend themselves to a multifactor approach.

ESTATE PLANNING

The Eight Most Pressing Questions About Estate Planning

Anna Sulkin

Trusts & Estates board members weigh in on what most concerns their clients.

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The Daily Brief

TECHNOLOGY

Fi360 Adds Reg BI Training Module

Samuel Steinberger

With the June 30 Reg BI compliance deadline only months away, Fi360 releases new training.

INDUSTRY

EP Wealth Advisors Adds International Research & Asset Management

Asia Martin

EP Wealth acquired its 11th firm since 2017, supplanting itself in the Texas market.

PEOPLE

Miracle Mile Recruits Dimitry Farberov from IDB Capital

Asia Martin

Farberov joins Miracle Mile from IDB Capital.

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