Wealth Management Daily Memo

FEBRUARY 26, 2021

ESTATE PLANNING

Envestnet Joins Increasingly Crowded Digital Estate Planning Space

David H. Lenok

How will their offering match up with Steve Lockshin’s Vanilla and other trust accounting tools for RIAs?

INDUSTRY

WWK Investments Closes Broker-Dealer to Join LPL

Asia Martin

WWK Investments needed a platform where they could house brokerage and advisory assets after Schwab acquired TD Ameritrade.

SPONSORED CONTENT

Manage Risk and Provide Your Clients With Peace of Mind

Sponsored by BOK Financial

Are you doing enough to manage successor trustee risk?

INDUSTRY

This Week's Wealth Management M&A Deals

Asia Martin

The M&A deal announcements for the week of February 22, 2021.

THE STEPHEN AND KEVIN SHOW

Digital Introductions

Stephen Boswell and Kevin Nichols

Knowing how to connect with potential prospects through your existing clients and COIs is an essential part of your marketing strategy.

Wealthies Circle Spotlight

Connecting, Communicating, Leading, and Learning through Crisis

Contributed by Tegra118

Cheryl Nash recaps discussions she had with top industry peers about leading a team to success in the middle of a pandemic.

WEALTHIES CIRCLE PODCAST

Advisor Digital Transformation with Pershing

In partnership with Pershing

Pershing’s Claire Santaniello explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results.

VISIT THE WEALTHIES CIRCLE