Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 28, 2024

Liz Nesvold Joins Emigrant as Vice Chair

Nesvold will work with all units of the bank that touch wealth management, including Emigrant Partners, where she'll serve as chair.

FULL ARTICLE

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RPA

401(k) Plan Sponsors Are Demanding More from their Advisor

This means more RPA turnover and due diligence.

FULL ARTICLE

FASTCHAT VIDEO

Technology: Standing in the Gap

Aaron Spradlin, chief information officer at United Planners, shares the company's technology philosophy, emphasizing advisor independence and exceptional customer service.

WATCH NOW

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INSURANCE

Demystifying Life Insurance So Clients Can Make the Best Decision

Still thinking of buying term and investing the difference?

FULL ARTICLE

ETFS

The Most Actively Traded ETFs in the Past Month

These funds saw the most activity over the past 30 days.

FULL ARTICLE

WEBINAR

Will Your Clients Turn to You or AI and ChatGPT for Help?

Join us on March 14 to learn how advisors can outpace AI with personalized advice and emotional connections that truly matter.

REGISTER NOW

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