Morning Memo
 
Wealth Management Morning Memo

DECEMBER 5, 2023

DFPG Investments Debuts Diversify Advisor Network

The alts-focused investment manager reorganizes to expand affiliation options and welcomes three recruits with more than $560 million in assets.

FULL ARTICLE

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INDUSTRY

Hub International Acquires $2.3B AFS 401(k) Retirement Services

AFS 401(k) Retirement Services and AFS Financial Group is a retirement plan and wealth management consulting firm with $2.3 billion in assets under advisement.  

FULL ARTICLE

WHITE PAPER

How to Create a Robust Succession Plan for Your Firm

Pass the torch with confidence.

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RPA EDGE

Authenticity Is The Word of the Year

Authentic advisors will resonate and stand out as AI and social media grows.

FULL ARTICLE

EQUITIES

Could 2024 Be Better for the Markets Than 2023? Yes, Survey Shows

Personal investments will benefit from the AI holdings and Fed cuts, according to Bloomberg survey.

FULL ARTICLE

SPONSORED CONTENT

Don't Skip Potential Opportunities to Tax-loss Harvest With ETFs

Our active ETFs give you more potential control over your clients’ capital gains taxes.

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Podcasts

THE WEALTHSTACK PODCAST

How to Use Generative AI to Scale Your Practice With Alan Gurung

As the first AI-powered GPT assistant for financial advisors, SIFA is on a mission to automate ongoing communications between advisors and their clients.

Paid for by Wells Fargo Advisors

LISTEN NOW

RIA EDGE PODCAST

Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape

Ryan Parker, CEO of EP Wealth, sheds light on the firm’s intentional M&A strategy and what it means for the company’s development.

Sponsored by Schwab Advisor Services

FULL ARTICLE

WEBINAR

Making the Most of Your Asset Manager Partners

Join us December 13 to unlock secrets to maximize asset manager partnerships. Learn how top advisors leverage value-add programs to stay competitive.

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