Wealth Management Daily Memo

APRIL 29, 2019

INDUSTRY

Focus Financial Leads Record Quarter for RIA Deals

Michael Thrasher

The consolidator and its affiliated firms were responsible for 11 of the 49 deals to start the year, according to Echelon Partners.

HIGH NET WORTH

A High-Tech Approach to Financial Literacy

Mitzi Perdue

A free resource may help you and your clients.

SPONSORED CONTENT

Global and Technology Strategies

Sponsored by T Rowe Price

Powerful tech trends include the growth of media platforms and the rise of artificial intelligence.

DOWNLOAD WHITE PAPER

PROSPECTING

Ask Your Prospect Questions that Make an Impact

Stephen Boswell and Kevin Nichols

Impact questions dig deeper by making your prospect think.