WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 21, 2022

RIA NEWS

DeVoe: RIAs Reach 'New Normal' of Heightened M&A Activity

In the latest RIA Deal Book, DeVoe & Company sees resiliency in mergers and acquisitions activity.

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INDUSTRY

FPA Seeks Title Protection for Financial Planners

Title protection, which is supported by 78% of FPA members, would create minimum standards for the use of the term "financial planner."

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EXCLUSIVE RESEARCH

Retirement Income Planning in a World of Greater Risk

The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years.

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RIA NEWS

CogniCor Teams Up With Charles Schwab to Deliver AI Solutions for RIAs

AI-enabled digital assistant and educational platform provider CogniCor announces partnership with Sequoia Financial Group through Schwab's Managed Account Marketplace.

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NEXT Podcast

The Wealth Management Firm of the Future: FP Alpha's Andrew Altfest on AI’s Role in Financial Advice

The founder and CEO of FP Alpha details how technology is shaping financial advice.

Sponsored by BNY Mellon | Pershing

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FASTCHAT VIDEO

Tax Planning: Why Advisors Should Consider Annuities for Their Clients’ Portfolios

Advisors who can help create tax-efficient withdrawal strategies for their clients can offer tangible value in a critical area.

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401(k) TV

RPA EDGE

401(k) Real Talk Episode 25: July 20, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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RPA EDGE

401(k) Real Chat: Jamie Hopkins

Retirement industry thought leaders answer three probing questions on critical issues providing an open, honest and candid dialogue.

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SPONSORED WEBINAR

The Surprising Truth About the Future of Bonds

Join this webinar on July 28th to hear the Helios team discuss the quantitative data behind how bond valuations, duration, and yield come together in a surprising way that provides clear expectations.

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