Morning Memo
 
Wealth Management Morning Memo

APRIL 16, 2024

ESTATE PLANNING

Can O.J. Simpson’s Executor Stiff-Arm the Goldman Family?

Or will the family be able to squeeze the over $33 million they’re owed in civil judgments out of The Juice’s estate?

FULL ARTICLE

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TECHNOLOGY

Former LPL Exec Joins TIFIN as President, Chief Revenue Officer

Rob Pettman, an LPL veteran of 19 years, has joined the technology incubator.  

FULL ARTICLE

WMTV ON LOCATION

Kartik Srinivasan Joins Advyzon as President of Advyzon Institutional

Former Schwab Executive, Kartik Srinivasan, discusses exciting new role and vision for Advyzon Institutional.

WATCH NOW

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REGULATION AND COMPLIANCE

Colorado Securities Head Moves to Halt 'Imposter' Firms

The state securities agency is trying to shut down two entities falsely claiming to be wealth management firms operating out of the same building as the agency itself.

FULL ARTICLE

CLIENT RELATIONS

Get This in Place with Clients Before Dementia or Illness Strikes

Everyone should have a Power of Attorney for Healthcare.

FULL ARTICLE

WHITE PAPER

Holistic Financial Planning Unveiled

Learn how to compete for the entire client relationship.

LEARN MORE

Podcasts

WEALTH MANAGEMENT INVEST PODCAST

Trends and Innovations in Alternative Investments

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

Sponsored by Orion Portfolio Solutions

LISTEN NOW

THE WEALTHSTACK PODCAST

Crypto’s Journey to the Mainstream With Adam Blumberg

Interaxis' Adam Blumberg shares how cryptocurrencies evolved as trillion-dollar disruptors.


LISTEN NOW

WHITE PAPER

PPC LOAN 2024 M&A Lending Report

Insights into the uses of traditional debt within advisor M&A.

DOWNLOAD NOW

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