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Wealth Management Daily Memo

JANUARY 13, 2021

TECHNOLOGY

Death Of Plaid, Visa Mega Deal Could Be Good News For Advisors

Samuel Steinberger

While they may miss out on some benefits, advisors could be better off from the termination of Visa's plans to acquire account aggregator Plaid, according to observers.

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INSURANCE

DPL Receives $26M Investment from Eldridge, Atlas Merchant

Diana Britton

The investment in David Lau's firm demonstrates confidence in the market for commission-free annuities in the RIA channel.

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INDUSTRY

Mercer Acquires $850M Rowland Carmichael Advisors

Asia Martin

Rowland Carmichael Advisors' appeal is a retirement plan business that Mercer will add to its $2 billion ERISA services.

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INSURANCE

The Sensitivity of Indexed Universal Life – Part 1

Bill Boersma

Build it right or you’ll be walking on eggshells.

FULL ARTICLE

Wealthies Circle Spotlight

COVID-19 In The Wealth Management Industry: A Challenge, Opportunity or a Watershed Moment?

Contributed by Tegra118

Tegra118 digs deeper into what COVID-19 in the wealth management industry means for us all.

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