Morning Memo
Wealth Management Morning Memo

OCTOBER 8, 2021

TECHNOLOGY

Kitces On Crypto

At this year's Bitcoin for Advisors conference, Michael Kitces and a number of other panelists and speakers addressed the quickly evolving crypto environment for advisors.

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INDUSTRY

Brent Brodeski’s Savant Sells Minority Stake to Private Equity Firm Kelso

Kelso joins private equity firm The Cynosure Group, along with Savant’s family office investors; CEO Brent Brodeski will retain full control of the $12 billion RIA.  

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MARKETING

How to Capture More Leads from Your Financial Advisor Website

Make your CTAs irresistible by showing visitors the value of sharing their contact information.

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MINDY DIAMOND ON INDEPENDENCE

Third Gen UBS Breakaway Finds Sanctuary

A conversation with Tom Stadum, managing partner of Fjell Capital, about his transition from UBS to independence with Sanctuary Wealth.

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