Wealth Management Daily Memo

MARCH 24, 2021

INDUSTRY

Blucora’s Proxy Battle Wages On

Diana Britton

In the latest salvo, Blucora criticized Ancora's slate of board nominees, saying the firm deserves directors built on "merit, experience or talent," not "prior business relationships."

MICHAEL KITCES' #FASUCCESS PODCAST

Coventry Edwards-Pitt on Helping Multi-Generational Families

Michael Kitces

Ballentine Partners' Coventry Edwards-Pitt details the problems that very large sums of money can exacerbate rather than solve.

SPONSORED CONTENT

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Sponsored by Nationwide

Help replicate a retirement paycheck for your clients. (ASM-1466AO)

CLIENT RELATIONS

Five Ways to Help Clients Through Relationship Loss

Amy Florian

This past year has been tough on everyone. As an advisor, recognize that your clients are grieving and reassure them that their emotional reactions are normal.

PEOPLE

Morgan Stanley Veteran Ronald Thacker Joins $3.5 Billion Americana Partners

Suzanne Woolley

Ronald Thacker will be based in Austin and help Americana with expansion plans in Texas and other states.

SPONSORED CONTENT

Growing a More Sustainable Practice with ESG

Sponsored by Parnassus Investments

ESG is now an important client retention and acquisition strategy for financial advisors.

TECHNOLOGY

Trading App Robinhood Says It Files Confidentially for IPO

Matthew Monks, Katie Roof and Crystal Tse

Robinhood could go public as soon as late in the second quarter but the timing could change.

INDUSTRY

UBS Considers Workplace Changes in U.S. After Staff Feedback

Sonali Basak

UBS staff have indicated they want more personal time and women in particular have sought greater flexibility to work from home.

SPONSORED WEBINAR

The Secret Ingredients of a Successful COI Strategy

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Join Advisor Group’s Executive Vice President of Business Coaching & Consulting Kirk Hulett and Founder/President of Affiliated Advisors Rita Robbins on March 25 as they share the three proven steps to developing prosperous centers of influence and professional partnerships in your community.