WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 25, 2023

INDUSTRY

Cetera To Buy Securian Financial's Retail Wealth Business

Securian’s retail wealth business, including some $72.2 billion is assets across more than 30 independent firms and 1,000 financial professionals, will become a “distinct community” within Cetera Advisor Networks

FULL ARTICLE

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REGULATION AND COMPLIANCE

CFP Board Splits To Better Tout Profession’s Benefits

The CFP Board Center for Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Next: The Wealth Management Firm of the Future

The keys to driving growth and success for wealth management firms in 2023 and beyond.  

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INDUSTRY

Advisor Channels Converge at FSI’s Annual Conference

The broker/dealer business is starting to embrace different models and affiliation options.

FULL ARTICLE

PHILANTHROPY

Turbulent Markets Didn’t Affect Grant Giving

Grants to charity increased in 2022 to more than $4.7 billion.

FULL ARTICLE

FASTCHAT VIDEO

Wells Fargo Advisors and the Independent Advisor

Listen as Timothy Adams, Branch Manager of The Princeton Group - Wells Fargo discusses independence working both on your business and in your business.

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Podcasts

INSIDE ETFS PODCAST

Brett Orvieto’s 2023 Investment Outlook

Dakota Wealth Management's Brett Orvieto details where opportunities exist in equity and fixed income markets in 2023.

Sponsored by Schwab Asset Management

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THE HEALTHY ADVISOR PODCAST

The Art of Mindfulness With Mary Martin

Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.

Sponsored by Allianz Life Insurance Company of North America

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SPONSORED WEBINAR

Sustainable Strategies for the Modern Investor

Join this webinar on Jan. 31st for a discussion on the evolution of sustainable investing and how the ever changing social, environmental and political landscapes shape these strategies.

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