Morning Memo
Wealth Management Morning Memo

SEPTEMBER 28, 2020

INDUSTRY

Aggressive Deal Structures Return to RIA M&A

As RIA M&A activity returned to normal over the past few months, small firms are seeing higher valuations while sellers are pushing for deals to get signed before a possible Biden presidency  

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INSURANCE

Common Misconceptions From Top-Performing Advisors about Insurance

Financial advisors can't expect to provide holistic advice for their clients if they ignore insurance planning.

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SPONSORED CONTENT

Can Independence Increase Your Earning Potential?

Interested in the economics of independence? This white paper compares and contrasts items like revenue, cost control, and more.

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RETIREMENT PLANNING

Advisors Face Retirement Income Literacy Gaps Among Clients

Less than one in 10 individuals thinks it is 'very likely' they will need long-term health care in retirement. Advisors beg to differ.

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SPONSORED CONTENT

Find the Right Buyer to Ensure Your Advisory Firm’s Future Success

Strategically plan for the next step of your firm’s evolution.

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Wealthies Circle Spotlight

Technology to Enable Financial Planning

Financial planning & the right technology can help your practice thrive.

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The Daily Brief

ETFS

Vanguard Launches First Fixed Income ESG ETF

Vanguard adds a fixed income ETF to its ESG product suite.

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TECHNOLOGY

As Scheduled, Brinker and Orion Close Merger

Orion and Brinker closed a multi-prong deal that includes private equity investments and plans to extend tech capabilities in early 2021.  

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SPONSORED WEBINAR

The 2020 Behavioral Finance Evolution

Join this expert panel on Sept. 30 to hear key findings and insights from the new BeFi Barometer 2020 survey. This year’s survey gives us a unique backdrop in which to consider the effects of behavioral finance on advisors and their clients.

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