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Wealth Management Morning Memo

MAY 8, 2023

INDUSTRY

Move to JPMorgan Is Full Circle for Many First Republic Advisors

Patrick Donachie

The majority of First Republic advisors came to the bank from wirehouses or other large brokerages. Now, they find themselves right back where they started.  

FULL ARTICLE

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CLIENT RELATIONS

My Life as a Client: Just Listen to Me!

Anne Field

A lot can be learned listening to clients’ experiences with financial advisors—good and bad. We talked to Stan Kimer, president of Total Engagement Consulting by Kimer, a diversity and career consulting firm in Raleigh, NC.

FULL ARTICLE

WHITE PAPER

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THE WEALTHSTACK PODCAST

Utilizing AI to Help Advisors Grow Organically with Yelena Melamed

Shannon Rosic

Catchlight's Yelena Melamed details how AI is being used as a tool to support the human work of financial advice.

LISTEN NOW

BUSINESS PLANNING

Succession Is a Key Aspect of Recruitment Conversations

Mark Contey

Long-term, sustained growth is critical for advisors, and support of that objective should be top of mind as advisors consider a transition.

FULL ARTICLE

SPONSORED WEBINAR

Going Global with Equities: The Balanced Approach

Sponsored by Amundi US

Join on May 11th for a comprehensive assessment of how to assist clients when investing in international, global equities and finding potential solutions despite these new challenges and realities.

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