WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

AUGUST 3, 2022

INDUSTRY

Integrity Marketing Group Expands RIA Platform With $13B Gladstone Wealth Partners

Gladstone Wealth Partners, an LPL-affiliated hybrid RIA, teams up with Integrity Marketing Group to “transform” financial planning.

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INDUSTRY

LPL Recruits Record $44B in Q2

While advisor movement across the industry has muted, LPL added 780 advisors in the second quarter, many of which came from its recruitment of CUNA Mutual Group.

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RESOURCE CENTER

Client Retention Checklist for Breakaway Advisors

Use this nine-step checklist for a smooth client transition and for best practices to follow before, during, and after your official join day.

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PEOPLE

Former TDAI Exec Kate Healy to Lead CFP Board Center for Financial Planning

Healy, who was laid off from TD Ameritrade during its integration with Schwab, has volunteered with the Center for Financial Planning for several years. Now she'll lead it.

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401KTV

401(k) Real Talk Episode 27: August 3, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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RESOURCE CENTER

The Search for Improved Well-Being

Learn about the role that debt can play for US employees and their financial health.

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RIA Edge

RIA NEWS

Mercer Global Advisors Adds $165M Mallard Advisors

Mercer Advisors’ latest acquisition completes the succession plan of Mallard's founder, William Starnes.

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RIA NEWS

Mariner Expands Portfolio Offerings With Latest Acquisition

Heber Fuger Wendin Investment Advisors, with $8.6 billion in assets, brings to Mariner its client roster of community banks and credit unions.

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SPONSORED WEBINAR

The Search for Inflation Protection with Real Assets

Join this upcoming webcast on August 17th as our presenters examine how advisors can protect client portfolios during times of inflation. You'll learn what's driving inflation, and why it's likely to stay higher for longer.

REGISTER NOW