Morning Memo
 
Wealth Management Morning Memo

MAY 12, 2023

RIA NEWS

Elevate: Growing RIAs Provide Experiences, Not Products

On day one of DeVoe & Co.’s Elevate conference, attendees were told to channel "Kung Fu Panda" and be more like Starbucks.

FULL ARTICLE

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CLIENT RELATIONS

My Life as a Client: My Advisor Takes Care of Me

A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Mahesh Eswar of Princeton, N.J., an executive at a tech consulting company.

FULL ARTICLE

WHITE PAPER

Direct Indexing: A Differentiator in a Commoditizing Industry

Learn why 42% of firms currently offer direct indexing.

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PEOPLE

Family Behind First Citizens Adds $1B to Wealth Since SVB

Frank Holding Jr. and his extended family have seen the value of their stake double to about $2.2 billion after buying Silicon Valley Bank’s assets out of bankruptcy.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

Brad Bueermann on M&A, Growth and Maximizing Enterprise Value

FP Transitions CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, and more.

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WHITE PAPER

100 Ways to Grow Your Wealth Management Firm

Accelerate your firm’s growth in 2023 with this list of 100 ideas.

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