Morning Memo
 
Wealth Management Morning Memo

APRIL 27, 2023

EQUITIES

ESG Advocates Are to Blame for Backlash: Damodaran

At the Morningstar Investor Conference on Tuesday, the NYU professor said legislators and regulators should take responsibility for the ills that ESG investors seek to remedy.

FULL ARTICLE

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RIA NEWS

Texas Trio Launches RIA With 'Precedent'-Setting Profit-Sharing Program

Firm namesakes have left Linscomb & Williams to start an "aspirational" RIA on the Dynasty platform that shares profits with clients.  

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Next-Gen and Established Advisors Report

Today's wealth management landscape is rapidly evolving, presenting new challenges and opportunities for advisors. At the heart of this change is the next generation of advisors.

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ESTATE PLANNING

Tax Experts Discuss Estate-Planning Considerations for Financial Advisors

An overview of some of the important estate-planning proposals included in the 2024 Greenbook.

FULL ARTICLE

RPA EDGE

Corrective Distributions Signal Growth Opportunities for 401(k) Advisors

Analysis of big-picture data can reveal plan sponsors who might be sources for prospecting.

FULL ARTICLE

WEALTHSTACK TV

The Importance of Bringing a Unique Approach to Data Analytics

Dave Hagen, Chief Commercial Officer at BridgeFT, explains the challenges advisors face in using data analytics to their advantage.

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