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Wealth Management Morning Memo

MAY 5, 2022

Disinheriting Family Members With Different Political Beliefs

Susan R. Lipp

What's a practitioner to do when faced with this ethical dilemma?

FULL ARTICLE

Technology

T3 2022 Conference Round Up: A Farewell to Zoom

Davis Janowski

The "largest T3 ever" makes one thing eminently clear: The advisor tech world is ready for a return to in-person meetings.

FULL ARTICLE

SPONSORED CONTENT

Genuine Open Architecture

Sponsored by United Planners Financial Services

Advisors can now create a scalable, highly profitable and transferable operation with greater freedom that best services the needs of their clients.

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Industry

Mercer Buys $1.1B Michigan RIA Sanford Advisory Services

Ali Hibbs

Mercer’s acquisition of Sanford Advisory Services in Michigan is its second this week.

FULL ARTICLE

Industry

Raymond James Adds $580M Team from Wells Fargo

Patrick Donachie

The group of four advisors will run Raymond James & Associates’ first location in Monroeville, Pa.

FULL ARTICLE

SPONSORED WEBINAR

The Industry Landscape: What’s Driving Movement?

Sponsored by TIFIN Grow

This webinar on Tues. May 10, takes a 2-step approach to providing an overview of the landscape and identifying some of the most attractive landing spots for advisors.

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Estate Planning

Billionaire Art Collector’s Estate Settles With IRS

Anna Sulkin

The agreement reduced a $98.1 million tax assessment to approximately $17 million.

FULL ARTICLE