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Wealth Management Daily Memo

MARCH 7, 2022

HIGH NET WORTH

In Defense of Elon Musk’s Donor-Advised Fund

Randy A. Fox

Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second largest charitable gift?

FULL ARTICLE

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INDUSTRY

LPL Attracts Texas Advisory Team From Wells Fargo

Patrick Donachie

Richard DeYoung and Jessica Boehm are forming Highland Wealth Partners with LPL's Strategic Wealth Services. It’s the latest of several teams the independent broker/dealer has recruited away from Wells Fargo in recent months.

FULL ARTICLE

EXCLUSIVE RESEARCH

Technology Solutions Guide an Evolution in Wealth Management

Sponsored by Salesforce

Wealth management firms are focused on increased productivity and experience in 2022 – and they’re relying on technology to get them there.

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TECHNOLOGY

Morningstar Advisor Workstation Gets Structured Notes Analytics

Samuel Steinberger

Morningstar and Luma Financial Technologies are partnering to provide structured notes data and analytics.

FULL ARTICLE

INDUSTRY

Will Financial Advisors Need to Become JEDI Masters to Retain their Clients?

Andrea Longton

GenderSmart recently created an investor toolkit that applies an impact lens of justice, equity, diversity and inclusion (JEDI).

FULL ARTICLE

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