Morning Memo
 
Wealth Management Morning Memo

JULY 18, 2022

RIA NEWS

Historic Q2 RIA M&A Volume Likely to Result in Another Record Year

The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.

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INSURANCE

When a Life Insurance Company Wants to Buy a Policy Back

Why would they do this? What are the advantages/disadvantages of accepting this offer?

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SPONSORED CONTENT

Moving Digital Transformation Beyond Manual Processes

Choreo is streamlining front- and back-office functions by digitizing processes.

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ALTERNATIVE INVESTMENTS

Is it Time for Creditor Activism to Address ESG Risks?

The diffuse ownership of public companies means that simply having seats at the table is no guarantee of swift changes in corporate behavior.  

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ADVISOR INNOVATIONS PODCAST

Live Oak’s James Hughes on Underwriting RIA Growth

Live Oak Bank's James Hughes provides a bird's eye view of the RIA industry.

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SPONSORED WEBINAR

Turning Efficiency into Scale: Trends in Investment Management Outsourcing

Join on July 20th for a look at the key findings from the 2022 Race to Scalability Study, which tracks where and how advisors are finding efficiencies to better scale and grow their businesses, enabling them to create a better client experience.

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