Wealth Management Daily Memo

OCTOBER 4, 2021

INDUSTRY

Focus Financial's Connectus Acquires 3 Firms in 3 days

Diana Britton

In a rapid series of deals, Focus Financial's shared services platform Connectus Wealth Advisers acquired U.K.-based Trident Financial Planning Limited, Massachusetts-based New England Investment & Retirement Group and Australia-based MISSO Wealth Management.

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HIGH NET WORTH

Sustainable Investing and Trusts

Thanda Fields Brassard and Patricia Schatzlein Smock

A recently enacted New Hampshire law is the next step in an overdue evolution.

SPONSORED CONTENT

Busy Doesn't Always Mean Business

Sponsored by Hartford Funds

Get more focused to grow your practice using this simple system.

HIGH NET WORTH

Pandora Papers Highlight How Wealthy Use Offshore Companies

Max Reyes

U.S. states including South Dakota, Nevada and Delaware have become havens for financial secrecy.

BUSINESS PLANNING

M&A Communications: What’s Your Strategy?

Katie Johnson

Spending some time to hash out a thoughtful communications strategy can go a long way to mitigating potential missteps.

SPONSORED CONTENT

Navigating the RIA Change Hyper Cycle

Sponsored by Advisor Engine

RIAs must brace for rapid change. As a leader, can you do more?

Wealthies Circle Spotlight

Skience-The WealthTech Revolution Starts Here

Contributed by Skience

Connecting all facets of the wealth management organization.

SPONSORED WEBINAR

Uranium: Fueling Decarbonization on a Path to Net-Zero

Sponsored by North Shore Indices

Join this webinar on Wednesday, Oct. 6th an overview of the opportunity in Uranium and nuclear energy and how nuclear energy will play a vital role in decarbonizing our modern economy.

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