WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

APRIL 29, 2022

INDUSTRY

LPL Boosts Advisors, Assets in Q1

In the first quarter, LPL added 215 advisors and $18 billion in net new assets, even as total assets dropped alongside lower equity markets.

FULL ARTICLE

Advertisement

INDUSTRY

Prospera Launches In-House Succession Planning Program

The Advisor Practice Exchange Program (APEX), now available to the firm’s 165 advisors, will match buyers and sellers both inside and outside the Prospera network.

FULL ARTICLE

SPONSORED WEBINAR

Finding Consistency and Stability in the current Global Environment

During this webinar on Tues. May 3rd, our presenters will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why we believe investors could benefit from that approach.

REGISTER NOW

HIGH NET WORTH

Bill Hwang Archegos Catastrophe Was Wilder Than Anyone Knew

Hwang, the billionaire behind Archegos Capital Management, is facing 380 years in prison.

FULL ARTICLE

PEOPLE

Former Bank of America Advisor Is Assigned to Rehabilitation After Racist Rant

James Iannazzo was granted entry into an accelerated rehabilitation program which places him under supervision for one year, after which the charges against him will be dismissed.

FULL ARTICLE

<