Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 3, 2023

RIA NEWS

Sanctuary's CEO Jim Dickson Suddenly Departs the Firm

Sanctuary’s board has named former Ladenburg Thalmann executive, and Sanctuary board member, Adam Malamed to lead the firm. Dickson has no further role at the company, according to executives.

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RIA NEWS

Savant Lures New M&A Head From The Mather Group

Patrick Lawlor will help execute on Savant’s five-year growth plan, which includes an accelerated M&A strategy.

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WMIQ EXCLUSIVE RESEARCH

The 2023 Wealth Management M&A Outlook

A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.

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MINDY DIAMOND ON INDEPENDENCE

Bluespring's David Canter on M&A, RIAs and More

The president of Kestra Holding’s Bluespring Wealth Partners discusses the firm’s mission of acquiring independent wealth management practices, and shares his unique perspective and advice on M&A, independence, business ownership and more.

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RETIREMENT PLANNING

How to Reach the Next Generation of Retirees

What to focus on when working with Gen X prospects and clients.

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SPONSORED WEBINAR

Small and Mid Cap Investing: Two Strategies and a Bright Future

Join this webinar on Feb. 16th as our expert presenters discuss two unique approaches to developing small and mid cap funds, and why these strategies are relevant to the modern investor.

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