Wealth Management Daily Memo

JANUARY 15, 2021

TECHNOLOGY

Jud Mackrill Leaves Carson Group, Launches Milemarker

Samuel Steinberger

With a team of three other co-founders, Jud Mackrill is launching an "integration as a service" company, called Milemarker, to help advisors better understand the data within their firm.

INDUSTRY

Wells Fargo Advisor Headcount Declines Amid Productivity Boost

Diana Britton

Wells Fargo's advisor headcount was down 6% year-over-year, while average advisor productivity crossed $1 million.

SPONSORED CONTENT

Top Five Risk Statistics to Apply to your 2021 Portfolios

Sponsored by Zephyr

A discussion of the risk statistics available to advisors, and how to make sense of all the options to make the most informed decisions.

INDUSTRY

The RIA Deals This Week

Asia Martin

Here are the breakaways, mergers and acquisitions announced the week of Jan. 11, 2021.

MICHAEL KITCES' #FASUCCESS PODCAST

Forrest Baumhover on Building a Niche and Firm from Scratch

Michael Kitces

Lawrence Financial Planning's Forrest Baumhover details his transition from serving in the Navy to financial planning.