Check out some of these great Wealthmanagement.com podcasts to close out the month of June.
| | Catch up on the the latest podcast content from your friends at Wealthmanagement.com. During the month of June we had a bunch of thought leaders on to discuss the trends in RIA M&A (Advisor Innovations), Warren Buffet's relationship with Money (Celebrity Estates), overcoming wealth gaps (Transparency), and the value of REITs for financial advisors and client portfolios. Access for free now! | | Episode 4: Advisor Innovations: Trends in RIA M&A with David DeVoe, sponsored by LPL Financial In this episode, David Armstrong, editor-in-chief of WealthManagement.com, speaks to David DeVoe, founder and CEO of DeVoe & Company, to discuss what is changing in the industry for investment advisory firms, what firms are driving the wave of deals and the biggest risks to RIAs. Other Advisor Innovations Podcast Episodes: Episode 3: Advisor Innovations: Holistiplan's Kevin Lozer on Tax-Based Financial Planning Episode 2: Advisor Innovations: The Evolution of LPL’s New Affiliation Models Episode 1: Advisor Innovations: Mindy Diamond on the Growing Affiliation Models for Financial Advisors |
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