Morning Memo
Wealth Management Morning Memo

MARCH 9, 2021

CELEBRITY ESTATES PODCAST

Larry King's Holographic Will

A handwritten will and eight marriages are the stuff that estate fights are made of.

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EQUITIES

OSAM’s Direct Index Platform Beefs Up ESG Offering

Canvas has boosted its ESG offering, which now includes 20 ESG models and 50 SRI themes based on proprietary OSAM research.  

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SPONSORED WEBINAR

The Secret Ingredients of a Successful COI Strategy

Join Advisor Group’s Executive Vice President of Business Coaching & Consulting Kirk Hulett and Chief Marketing Officer Susan Theder on March 25th as they share the three proven steps to developing prosperous centers of influence and professional partnerships in your community.

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BUSINESS PLANNING

Questions From New RIA Owners About M&A: Part 1

It’s advisable to keep a pragmatic and open mind to help avoid suppositions—particularly around valuation—that may impair your ability to effectively prepare for and execute an eventual sale.

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HIGH NET WORTH

How Three Family-Owned Businesses Weathered the Pandemic

A unique perspective of how COVID-19 changed “business as usual.”

FULL ARTICLE