Wealth Management Morning Memo

AUGUST 3, 2021

TECHNOLOGY

Financial Planning Firm Planswell Supercharges Networking

Samuel Steinberger

Planswell is offering a take on executive coaching, which it's calling Plancraft. The recipe may be familiar to XY Planning Network members.

INDUSTRY

Avantax's In-House RIA to Acquire $1.1B Firm

Asia Martin

New Jersey-based Headquarters Advisory Group, previously affiliated with Avantax's b/d, will join Avantax Planning Partners, the firm's in-house RIA seeded by its acquisition of HK Financial Services.

SPONSORED CONTENT

Bridging the Generational Gap:How to Attract Emerging High-Net-Worth Investors

Sponsored by Orion Portfolio Solutions

Emerging HNW individuals want to know that their advisors are acting in the best interests of their goals and financial futures.

HIGH NET WORTH

Nine Steps to Negotiate Charitable Naming Rights

Jeffrey D. Haskell and Jennifer Bruckman-Gorak

How do you get to Carnegie Hall? Practice, practice, practice. Unless you're Andrew Carnegie, of course.

ALTERNATIVE INVESTMENTS

How to Insure an Investment Portfolio

Christopher A. Zook

Tail hedging turns crisis into opportunity by taking the emotion factor away from investors.