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Wealth Management Morning Memo

AUGUST 8, 2022

REGULATION AND COMPLIANCE

Former LPL Rep Accused of Racism Sues the IBD for Taking Her Clients

Patrick Donachie

Eileen Cure was terminated by LPL last summer after accusations of racism against Black job applicants. Now, she's suing the firm for almost $100 million, claiming it stole her clients illegally.

FULL ARTICLE

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TECHNOLOGY

Q&A: Lacey Shrum's Quest to Fix RIAs' Billing Problems

Davis Janowski

The attorney and founder of Smart Kx talks about the why behind her startup, among other things.

FULL ARTICLE

SPONSORED WEBINAR

The Rise in Interest Rates and the Impact on Wealth Management

Sponsored by SS&C Advent

Join this webinar on August 23rd for a timely discussion on how the Fed may be inadvertently slowing down M&A strategies in 2022.

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INSURANCE

Life Insurance at Policy Maturity

Bill Boersma

The policy death benefit often doesn’t stay in force automatically; you have to ask for it.

FULL ARTICLE

CAREERS

Creating Your Ideal Job. Throughout Your Career.

Kate Healy

It’s up to you to choose your path.

FULL ARTICLE