WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 29, 2021

ADVISOR CHANNELS

DeVoe: RIA Valuations Are at Historic - But Appropriate - Highs

For the right firm, the high price tags are appropriate given the growth trajectories. “If you can acquire a firm and increase the profitability and make them grow faster, you can pay more," said David DeVoe, speaking at the DeVoe & Co. 2021 M&A+ Succession Summit.

FULL ARTICLE

Advertisement

REGULATION AND COMPLIANCE

DOJ Charges Former Wells Fargo Advisor With Stealing Nearly $3M

According to charges filed by the Justice Department and the SEC, New Jersey-based b/d and investment advisor Kenneth Welsh used clients’ funds to buy gold coins and precious metals.

FULL ARTICLE

SPONSORED CONTENT

Financial Coaching: A Prospecting Magnet

A method for attracting & growing financially literate clientele.

FULL ARTICLE

TECHNOLOGY

Panoramix Launches Pro Version Of Its Platform

The new version adds basic financial planning, trading and better GIPS compliance components to its core reporting and billing technology.

FULL ARTICLE

ADVISOR INNOVATIONS PODCAST

Christopher King on Advising Advisors About Cryptocurrency

Eaglebrook Advisors CEO Christopher King discusses why advisors should consider crypto and more.

Sponsored by LPL Financial

FULL ARTICLE

SPONSORED CONTENT

Zephyr Forecasts a Period of Great Opportunity Ahead

Will Millennials Disrupt the Greatest Wealth Transfer in History?

FULL ARTICLE

INDUSTRY

Merrill Is Fighting to Retain Talent and Clients After Record-Setting Quarter

Bank of America's overall roster of wealth advisers slumped to 18,855 in the third quarter, down 8% from a year earlier.

FULL ARTICLE

REAL ESTATE

How a Small Change to FIRPTA Can Help House America’s Workforce

U.S. Rep. Tom Suozzi (D-NY) explains a proposed change to the Foreign Investment in Real Property Act.  

FULL ARTICLE

SPONSORED WEBINAR

How Wealth Management Firms Successfully Leverage Tech

Join us on Wednesday, Nov. 3rd to learn more about how firms can successfully leverage technology to modernize, digitize and transcend.

REGISTER NOW