WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Focus Financial Partners posted a net loss and lower-than-expected revenue during the first quarter, as it nears a sale to private equity firm Clayton, Dubilier & Rice. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | Former First Republic duo, managing $452 million in client assets, has jumped ship and joined RBC’s San Francisco office. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by United Planners Financial Services | | The move to the independent broker/dealer channel has been a popular choice for many advisors seeking expanded product offerings and more freedom. But not all independent Broker/dealers are the same. With a little research, advisors will find that independence can mean different things with each firm. LEARN MORE |
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| ADVISOR INNOVATIONS PODCAST | | | | David Armstrong | | The head of financial and economic research at Buckingham Strategic Wealth talks "dumb indexes," "smart beta" and intelligent design. LISTEN NOW |
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| CAREERS | | | | Jason Diamond | | When considering the products and services a firm provides in exchange for the revenue it keeps, is it really a good value? FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Vanguard Charitable | | Make the most of available charitable tax deductions. DOWNLOAD NOW |
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