WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 20, 2023

INDUSTRY

Edward Jones Moves More Advisors to Teams

Edward Jones advisors not only have the option to share offices, but they can now share clients. The firm expects 1,000 advisors to work in teams by year-end.

FULL ARTICLE

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RIA NEWS

Savant Acquires Delaware CPA/RIA Businesses with $376M in Assets

Savant’s acquisition of Raymond F. Book & Associates and its affiliated RIA are its sixth and seventh acquisitions in 2023.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

See Results Of Our Latest Retirement Income And Risk Planning Research

The latest WealthManagement IQ research reveals ways in which advisors can address the retirement income and planning needs of clients as another unsettled year unfolds. Allianz Life Insurance Company of North America is not affiliated with Wealth Management IQ or WealthManagement.com.

DOWNLOAD THE REPORT

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ETFS

The Most Actively Traded ETFs in the Past Month

These funds saw the most activity over the past 30 days.

FULL ARTICLE

HIGH NET WORTH

High Income New Yorkers Can Save $250,000 Moving to Austin

A study from SmartAsset looked at how much people with six-figure salaries in New York, San Francisco and Chicago can save if they leave for Austin.

FULL ARTICLE

RESOURCE CENTER

Get to Know Wells Fargo Advisors Financial Network

Learn more ways to run your business independently.

LEARN MORE

Podcasts

THE HEALTHY ADVISOR PODCAST

Persevering in the Face of Adversity With Maria Castillo Dominguez

Maria Castillo Dominguez discusses her journey from a small Spanish town to becoming a senior financial planner with a major advisory firm in the U.S., and how her faith and family helped her get there.

LISTEN NOW

ADJUSTED FOR RISK PODCAST

Revisor Group President and CIO on Overlooked Markets, Themes

Revisor Group founder and President Landon Jones and CIO Ethan Dunbar provide their investment outlook for the second half of 2023.

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SPONSORED WEBINAR

Navigating the Crossroads: Exploring the Intersection of Emerging Markets and Commodities in Today’s Financial Landscape

Join us on Mon. July 31st to discuss the dynamic relationship between emerging markets and commodities in today's financial landscape, the opportunities and challenges presented by this intersection and, the strategies for capitalizing on these trends from the perspective of category experts.

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