Wealth Management Daily Memo

FEBRUARY 14, 2020

INDUSTRY

Advisor Group Closes Deal to Acquire Ladenburg Thalmann

Diana Britton

Ladenburg said its broker/dealers would not be consolidated away, “reflecting both companies' commitment to a multi-brand network model."

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TECHNOLOGY

Riskalyze Fintech Report Card: January 2020

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

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MARKETING

Quantity Leads to Quality

Stephen Boswell and Kevin Nichols

If your goal is to do better work, start by doing more work.