Morning Memo
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Wealth Management Morning Memo

APRIL 15, 2019

HIGH NET WORTH

How Smart Are You About Single Family Offices?

John Kador

Just how much do you know about how family offices function and the rules under which they are governed?

FULL ARTICLE

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BUSINESS PLANNING

IBDs Are Using Super OSJs to Infiltrate the RIA Space

Jeff Nash

The concept of an IBD-RIA dichotomy is outdated, and the firms that embrace the gradual convergence of these two spaces will be best-positioned to grow and succeed.

FULL ARTICLE

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HIGH NET WORTH

Swanky Scammer Swindles Socialites

Anna Sulkin

How much due diligence is necessary to protect clients from fraud?

FULL ARTICLE

The Daily Brief

TECHNOLOGY

Clients Are Open to Connecting with Advisors on Social Media

Michael Thrasher

The majority of clients are OK with connecting with their financial advisor on social media.

FULL ARTICLE

TECHNOLOGY

LPL Adds RightCapital’s Planning Software to Its Vendor Program

Diana Britton

As part of the partnership, LPL’s 16,000 advisors can access the company’s planning tools at a discounted price.

FULL ARTICLE

INDUSTRY

$155 Million Team Departs Voya for LPL

Dan Whateley

California-based Professional Financial Services sought a larger broker/dealer to support the team’s growth.

FULL ARTICLE
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