Wealth Management Morning Memo

APRIL 30, 2022

ESTATE PLANNING

'Buxom Barmaid's' Image Sparks Legal Brawl

Anna Sulkin

Postmortem publicity rights take center stage in a recent lawsuit over use of a well-endowed local celebrity’s image.

TECHNOLOGY

Fidelity to Support Crypto in Retirement Accounts

Samuel Steinberger

A retirement account heavyweight, Fidelity is adding support for crypto in 401(k) accounts.

SPONSORED CONTENT

CXO: Envestnet. Reporting on Investment News Inspires Career Change Ft. Dana D’Auria

Sponsored by CAIS

Communication skills and curiosity were key attributes that Dana D’Auria took with her when she left journalism for a career in investments. Now Co-CIO of Envestnet, Dana shares her market insights in this latest CXO podcast.

HIGH NET WORTH

How Baby Boomer Clients View Themselves and Their Futures

John Capuano

If 'perception is reality,' then advisors should consider how this key client segment sees themselves.

THE HEALTHY ADVISOR PODCAST

Barred But Not Broken

Diana Britton

Jeff Martinovich lost his company, his first marriage, his wealth, his homes, and his securities licenses, among other things. But he refuses to be defined by those losses.

SPONSORED CONTENT

165 Bright Ideas

Sponsored by United Planners Financial Services

Top producers share their best building business ideas from client events to marketing concepts to practice manangement.

INDUSTRY

LPL Financial to Add $6B People's United Bank to Brokerage, Advisory Platform

Ali Hibbs

New M&T acquisition People’s United will join LPL Financial's institution services platform in the second half of this year.

PEOPLE

LPL Lures Merrill’s Head of Digital to Replace Burt White

Diana Britton

The largest IBD has also tapped Matt Enyedi, head of business solutions, as its new head of national sales and marketing.

SPONSORED WEBINAR

Alleviating Retirement Planning Fears and Risks in a Turbulent Market

Sponsored by Advisor Group

In this webinar on Thurs. May 19, you'll learn how to alleviate clients' worry about market turbulence and the risks associated with retirement income distribution.

TECHNOLOGY

WealthStack Tech Roundup: Schwab, Pontera and AltsAxis

Samuel Steinberger

Advisors using Schwab and Salesforce, Pontera and alternative assets will all be impacted by recent announcements.

RPA EDGE

Back to the Office?

Ed McCarthy

What’s gained and what’s lost from the remote, in-office and hybrid work models for retirement plan advisors.

BUSINESS PLANNING

Workplace Culture Is Shifting. Here’s How to Reposition

Angie Herbers

Employees want to work for leaders who care about their professional and personal well-being.

TECHNOLOGY

Finding Balance in a Digital Revolution

Mark Contey

Technology can only go so far in supporting the continued consolidation of the financial services industry.