WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

APRIL 17, 2023

RIA NEWS

Beacon Pointe Enters NY with $1B YorkBridge Wealth Partners Acquisition

Beacon Pointe Advisors closes its largest acquisition of year in New York City and Bridgehampton, N.Y.

FULL ARTICLE

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REGULATION AND COMPLIANCE

Washington, Wyoming Finalize Best Interest Annuity Standards

In total, 36 states have adopted regulations or legislation modeled of the 2020 template by the National Association of Insurance Commissioners.

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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INDUSTRY

Schwab Leaders Say Firm Can Withstand Storm After Deposit Drain

In a sign of strength, customers continued to add money to Schwab’s investment offerings.

FULL ARTICLE

HIGH NET WORTH

Valuation of Gifted Equity Interests

How business owners preparing for a sale can benefit from the expected uptick in M&A activity.

FULL ARTICLE

SPONSORED CONTENT

Non-Traded REITs: A New Liquidity Lifeline

Investors can trade assets like BREIT in the LODAS marketplace.

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Podcasts

CELEBRITY ESTATES PODCAST

Lisa Marie Presley and Estate Litigation

Heartbreak Hotel for Priscilla Presley after Lisa Marie's daughters were named trustees of her estate.

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THE WEALTHSTACK PODCAST

How Advisors Can Leverage Online Reviews (and Be Compliant)

Wealthtender's Brian Thorp breaks down what the latest SEC marketing rule means for advisors.

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SPONSORED WEBINAR

Leveraging ESG and Climate Data in Client Conversations

This webinar on May 16th will cut through the noise and break down how to properly leverage ESG and climate data so you can better connect with your client.

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