WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

MARCH 21, 2024

INDUSTRY

J.D. Power: Investor Satisfaction Up, But Millennials Feel Skittish

About 36% of millennials with more than $1 million in investible assets said they’d probably leave their current firm in the next year.

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Advisor Economic Sentiment Increased in February

Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections.

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WHITE PAPER

Go Big or Go Boutique

At Prospera Financial, you’ll have the best of both worlds.

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INDUSTRY

$300M California Team Joins Raymond James from UBS

The trio of advisors will form THG Retirement Solutions of Raymond James in the firm's employee advisor channel. The move came after the firm announced CFO Paul Shouky would succeed Paul Reilly as CEO.

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INDUSTRY

LPL Snags $150M Advisor from Osaic

Advisor Nolan Venable and his team have left Osaic after 26 years for the stability of LPL.

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FASTCHAT VIDEO

Navigating the Sustainable Investing Landscape in 2024

Dive into the critical role of sustainable investments in the evolving financial landscapes.

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Commentary

BUSINESS PLANNING

Organic Growth Strategy Can Be the Ultimate Hedge for RIAs

Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners

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