Morning Memo
 
Wealth Management Morning Memo

JUNE 28, 2024

ESTATE PLANNING

Ex-Girlfriend May Get Windfall Due to Beneficiary Designation Snafu

Legal battle over retirement account worth over $750,000.

FULL ARTICLE

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Certuity’s Former CIO, Chief Revenue Officer Jump to IEQ

Daniel Lee and Dylan Kremer join IEQ as managing directors and have roots at First Republic, the bank IEQ’s founders walked out of in 2019.  

FULL ARTICLE

FASTCHAT VIDEO

Understanding, Supporting and Reaching Next-Generation Talent

In a challenging labor market, attracting and retaining talent remains a top priority for firms.

WATCH NOW

INDUSTRY

LPL Recruits $380M Team From PNC

The First Summit team includes managing partners Thomas J. Cooney and Mark Freed, a former professional baseball player.    

FULL ARTICLE

DIAMOND PODCAST FOR FINANCIAL ADVISORS

How to Achieve Sustainable and Scalable Growth

Duncan MacPherson from Pareto Systems offers actionable advice for financial advisors looking to unlock greater value in all that they do to build their business.

LISTEN NOW

WEBINAR

Don’t Retire From Equity Markets: An Equity Strategy That Aims for 100% Downside Protection

Join us on July 1, 2024, to discover how an equity strategy with 100% downside protection can safeguard and grow your clients' retirement portfolios in volatile markets.

REGISTER NOW

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