Morning Memo
 
Wealth Management Morning Memo

OCTOBER 31, 2022

INDUSTRY

LPL: $20B in Organic Growth Over Quarter, Despite Market Drops

While securities volatility lead to slightly lower total assets and soaring cash balances, LPL's earnings report showed strong quarterly recruiting, pulling in $13B in new money and adding 173 advisors.

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HIGH NET WORTH

Creating Inclusive Pathways for Next Gen Women Leaders in Family Businesses

Three key factors that help open doors.

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RESOURCE CENTER

Video Case Study: Building Reassurance with Clients

While many independent advisors see professional designations to be key to business growth, they also serve as a great tool to help build reassurance and legitimacy with clients.

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INSIDE ETFS PODCAST

The Inside ETFs Podcast: Camille Clemons on The Growth of ETFs

Cohen & Company's Camille Clemons discusses the best practices for entering the ETF industry.

Sponsored by Schwab Asset Management

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CAREERS

Sheryl Hickerson on the State of Women in Finance

Sheryl Hickerson, chief executive officer of Females & Finance, shares how companies can move past “box checking” to truly become more welcoming to women.

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WHITE PAPER

How to Command the Best Purchase Price for Your Business

Create a practice that’s bought, not sold.

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