Morning Memo
 
Wealth Management Morning Memo

MARCH 10, 2023

TECHNOLOGY

For Wealthtech Firms And Advisors, AI Has Entered The Chat

Companies like FMG, Orion and Broadridge have already started integrating ChatGPT, while others, like Snappy Kraken, are taking a more cautious approach.

RELATED:  How Advisors Can Use ChatGPT to Nurture Leads

FULL ARTICLE

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INDUSTRY

Wirehouse Advisors Say Compensation Plans Are Too Complex

Wirehouse advisors are more likely to be unhappy with their compensation than those in other channels, saying the packages are too complex and change frequently, according to a new Cerulli report.  

FULL ARTICLE

DIGITAL MAGAZINE

How Do You Best Serve Clients Your Clients and Grow Your Business?

The Independent Insider eZine is packed with insights and strategies around a variety of topics, including practice management, client relations, technology, marketing, prospecting and more.

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MINDY DIAMOND ON INDEPENDENCE

Two $10M Teams Leave Wirehouses in One Week

What is the relevance of two $10 million-producing teams leaving Merrill within one week’s time?

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REAL ESTATE

Exclusive Research: Continued Confidence in Industrial Real Estate, Despite Headwinds

Survey respondents remain bullish on industrial fundamentals despite concerns about rising interest rates and the potential for a recession.

FULL ARTICLE

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