Morning Memo
 
Wealth Management Morning Memo

MAY 6, 2022

Advisor Group Taps CAIS to Build Customized Alternatives Platform

CAIS has a pipeline of five to seven other enterprises in the RIA and broker/dealer spaces also interested in bespoke platforms.

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SPONSORED CONTENT

Harnessing Technology to Streamline, Grow and Secure Your Practice

This eBook details ways you can standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients, and address the changing cybersecurity landscape.

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Industry

Focus CEO Says Ukraine Conflict Will Not Impact Its M&A Growth

Focus Financial Partners says the global and market uncertainties present opportunities, rather than obstacles, to the firm’s growth.

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SPONSORED CONTENT

Why Leading Wealth Advisors are Waking Up to Bitcoin

Bitcoin has morphed from an early adoption phase into a rapid growth phase, reaching new highs in asset prices, user adoption and trading activity. Still unsure about the benefits of bitcoin? Read our latest report, Why Bitcoin Now?

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Careers

Private Wealth Expands Specialty Asset Division With Two Hires

The additions of Pedie Monta and McKennon “Mac” Laas will grow the division that launched in December focused on clients with significant land holdings, including oil and gas reserves.

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Careers

Next Gen Successors: You’re Not as Stuck as You Think You Are

Those who are having second thoughts about signing on as heir apparent to their senior advisor’s book shouldn’t feel hopeless.

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Podcasts

Careers

Mindy Diamond on Independence: An Inside Move from IBD to RIA

A conversation with Andy Harris, President and Wealth Manager of Evergreen Wealth Solutions, on becoming “more independent” at Commonwealth.

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Retirement

401(k) Real Talk: Episode 15: May 4, 2022

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

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SPONSORED WEBINAR

Storytelling Lessons from DreamWorks

Join this webinar on Thurs. May 12, as DreamWorks Animation co-founder and CEO Jeffrey Katzenberg discusses the role of storytelling in building businesses, from media and technology companies to financial advisor practices.

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