Morning Memo
 
Wealth Management Morning Memo

JANUARY 25, 2022

Commonwealth, LPL Now Using Asset Levels, Not Production Rates, to Calculate Recruiting Deals

Commonwealth is now structuring its forgivable notes for new advisors as basis points on the advisors' assets, rather than their production—another sign it continues to see itself as a national RIA.

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SPONSORED CONTENT

How to Manage Intergenerational Wealth Transfer

Discover three critical strategies for advisors can undertake to increase the likelihood of retaining assets during this historic transfer of wealth.

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Technology

Envestnet Takes Stake In Sallie Krawcheck's Ellevest

Envestnet's investment in Ellevest comes as the automated advice platform surpasses $1 billion in AUM.

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EXCLUSIVE RESEARCH

Technology Solutions Guide an Evolution in Wealth Management

Wealth management firms are focused on increased productivity and experience in 2022 – and they’re relying on technology to get them there.

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High Net Worth

Congress Still Has Its Eyes on Taxing the High-Net-Worth

Hearings expected to address perceived wealth disparities.

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Podcasts

Estate Planning

Celebrity Estates: DMX and Planning For Blended Families

Rap Superstar DMX left behind 15 children and a potential common law wife when he passed without a will in April of 2021.

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SPONSORED WEBINAR

What Warren Buffett Taught Us About Digital Moats

Join us on Jan. 27th at 4pm ET to learn how wealth management firms can grow their firm’s valuation, protect revenues and create an unforgettable new client experience through the integrated digital moat strategy.

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