Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 23, 2023

Avantax Announces $1.7B in Newly Recruited Assets in 2022

During the fourth quarter of 2022, 66 independent financial professionals affiliated with the tax-centric broker/dealer.

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FASTCHAT VIDEO

Opening Up Wealth: Re-aligning the Industry Landscape with Investors

Adrian Durham, FNZ Group CEO, shares his insights on how FNZ is re-aligning the industry value-chain to better serve the needs of today’s investors

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Industry

New Coalition Focuses on Industry’s Individuals

The Financial Professional Coalition will cater to the “rank-and file” of the industry by offering specific, non-legal assistance for reps and support staff.

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SPONSORED WEBINAR

Scaling Up: Using Tuck-Ins To Expand Your Local and Regional Footprint

Join this webinar on Feb. 28th as our presenters talk through key factors that improve your chances in expanding your firm with as little disruption as possible and offer first-hand knowledge on what you can expect when your company is ready to expand its footprint.

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Insurance

Linking Long Term Care and Life Insurance Explained

Demand for long term care is growing and advisors can differentiate themselves and deepen client relationships through modern approaches to long term care planning.

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Regulatory

Wells Fargo Discloses Probes as Scrutiny of Messaging Apps’ Use Widens

Regulators are investigating Wells' retention of employee communications over unapproved messaging apps.

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Podcasts

401(k) Real Talk Episode 48: February 22, 2023

Open, honest and candid discussions about the latest news in the RPA industry.

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