WealthManagment.com Daily Memo
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| ADVISOR CHANNELS | | | | | | Diana Britton | | With its deal to acquire Oakbridge Partners, Homrich Berg doubles down on its market position in Atlanta. It also brings the firm into the M&A market for $1 billion-plus RIAs. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | John Law will serve 10 years in prison for participating in the nationwide scheme, in which he and his co-conspirators misappropriated millions in clients' funds. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Wells Fargo Advisors | | Watch as Ryan C. Bibler, Vincent W. Finney, and Joseph P. Panfil at Wells Fargo discusses transitioning your business: teams and support WATCH NOW |
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | Don't monkey around with hand-written documents. LISTEN NOW |
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| HIGH NET WORTH | | | | Devon Pendleton | | The Tesla CEO’s 9.2% position in the social-media company is already up more than $1 billion, though it’s just a fraction of his overall wealth. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Riskalyze | | Join this webinar on Thurs. April, 7th as presenters show how successful firms have built their tech stack on the Redtail and Risklayze integration, and discuss the new enhancements to both platforms. REGISTER NOW |
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