Wealth Management Morning Memo

JUNE 29, 2021

PEOPLE

LPL Gains ex-Wells Fargo Team via SWS

Asia Martin

Managing $580 million, advisors Steven Carlsen and Sathya Chey are the latest firm to go independent with the help of LPL's Strategic Wealth Services.

CELEBRITY ESTATES PODCAST

Lilly Pulitzer, Suzie Zuzek and Preserving Your Inherited Collectibles

David H. Lenok

David Lenok and Barbara Archer share the story of Suzie Zuzek, the artist behind the designs created by Lilly Pulitzer.

SPONSORED CONTENT

Are Natural Resource Stocks the Inflation Fighters Investors Want?

Sponsored by Parametric

Investors like the commodity asset class for both diversification and inflation protection—but they may be investing in commodities the wrong way.

TECHNOLOGY

Artificial Intelligence and The User-Support Merry-Go-Round

Sindhu Joseph

Artificial intelligence and wealth management were meant for each other. Here's how AI can give advisors a competitive advantage.

HIGH NET WORTH

Gates Divorce Speeds Divergence of Separate Investing Goals

Sophie Alexander and Ben Steverman

While Bill Gates's Breakthrough Energy is focused on climate change, Melinda French Gates' Pivotal Ventures eyes gender equality.

SPONSORED CONTENT

The Top 5 Lead Generation Ideas For Financial Advisors

Sponsored by Orion Advisor Tech

The lead generation techniques covered in this tip sheet will give you the inspiration and insights you need to be the answer when clients are searching for an advisor online.