Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 27, 2023

Human First: The Rise of FinPsych, Financial Therapy and Life Planning

Based on the work of cutting-edge planners and therapists, more advisors are tuning in to the psychology of money.

FULL ARTICLE

WHITE PAPER

Turn Your CRM Into a Success Machine

Yes, your CRM can deliver the outcomes you need. Here’s how.

LEARN MORE

Advertisement

RIA News

On Track for US IPO, CI Financial Releases Q4 Earnings

CI Financial is still set to take its U.S. business public and pay down debt on its Canadian businesses in 2023, said CEO Kurt MacAlpine—while a stateside shopping spree may be slowing.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The Wild Cards of Retirement

Addressing the retirement worries of clients and prospects.

VIEW THE REPORT

High Net Worth

Coming Soon to Your State: A Millionaire’s Tax

Massachusetts recently approved a new 4% tax on state residents with annual income over $1 million. Many states could follow.

FULL ARTICLE

Regulatory

Illinois, Georgia Are Newest States To Adopt Best Interest Annuity Rules

The two states became the 32nd and 33rd in the county to pass laws based on the National Association of Insurance Commissioners’ 2020 model.

FULL ARTICLE

Podcasts

THE HEALTHY ADVISOR PODCAST

Lessons Learned From a Dream Not Realized With Tyrone Ross Jr.

In 2012, a confluence of events in Tyrone Ross Jr.’s life, including a failed Olympic attempt, brought him to a dark place. But his experiences have built perseverance and grit that drives him forward.

LISTEN NOW

ADVISOR INNOVATIONS PODCAST

Mark Miller on Rebooting a Retirement Plan

The author of the recently published book, Retirement Reboot: Commonsense Financial Strategies for Getting Back on Track, discusses the challenges of retirement planning from both an advisor’s and client’s perspective.

LISTEN NOW

SPONSORED WEBINAR

Scaling Up: Using Tuck-Ins To Expand Your Local and Regional Footprint

Join this webinar on Feb. 28th as our presenters talk through key factors that improve your chances in expanding your firm with as little disruption as possible and offer first-hand knowledge on what you can expect when your company is ready to expand its footprint.

REGISTER NOW