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Wealth Management Daily Memo

JANUARY 24, 2023

TECHNOLOGY

AdvisorTech Pioneer And Junxure Developer Ken Golding Has Died

Davis Janowski

Thousands of advisors and clients benefitted from Golding's work developing the Junxure CRM software.

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INDUSTRY

A Candid Q&A With Merrill Lynch President Andy Sieg

Mindy Diamond

The head of the Thundering Herd talks about the brokerage’s relationship with Bank of America, advisor attrition, recruiting and whether the firm will ever add an independent channel.

WHITE PAPER

Choosing A TAMP: How to Pick the Right One for Your Advisory Business

Sponsored by Orion Portfolio Solutions

Learn how to find the best turnkey asset management provider partner for your firm.

ADJUSTED FOR RISK PODCAST

A Look Back at 2022 and Some of the Noteworthy Market Dynamics

Ryan Nauman

Zephyr Market Strategist Ryan Nauman looks at some of the noteworthy market dynamics that played out during the tumultuous 2022.

EQUITIES

Jeremy Grantham Warns of a 17% Plunge in the S&P 500 This Year

Michael P. Regan and Vildana Hajric

“The range of problems is greater than it usually is — maybe as great as I’ve ever seen,” Grantham said.

SPONSORED WEBINAR

SECURE Act 2.0: New Plan Incentives for Employers, Employees, and Advisors

Sponsored by Broadridge

Join this webinar on Feb. 9th for a deep dive into associated incentives and opportunities with new plan creation. This presentation will help advisors understand this monumental legislation intended to increase the availability of, and participation in, retirement savings plans.