Wealth Management Daily Memo

MAY 13, 2019

ADVISOR CHANNELS

Benjamin F. Edwards Launches Custody-Agnostic RIA

Diana Britton

The brokerage, whose legacy goes back to the 1800s, is looking to attract fee-only independent advisors with at least $1 million in revenue to the new firm.

INDUSTRY

To Their Detriment, Advisors Are Holding Back Impact Investments

Michael Thrasher

Advisors need to pitch impact investing to their clients before other wealth managers do.

SPONSORED CONTENT

Three Steps to Financial Data Security

Sponsored by Advicent

Handling sensitive client information requires data security.

MARKETING

How to Make Marketing a Team Effort

Stephen Boswell and Kevin Nichols

An assistant or junior advisor can be incredibly helpful in planning and tracking your marketing and sourcing new opportunities.

SPONSORED CONTENT

Understanding the Differences in Women Investors

Sponsored by Fidelity Investments

Explore distinct preferences women have for working with advisors.

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