WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 24, 2019

ADVISOR CHANNELS

LPL Moves to Protect Future Trail Commissions on Variable Annuities

In the wake of Ohio National's move to retreat from the annuities business, cutting trailing compensation to brokers, LPL Financial has signed contracts with 15 other VA providers to ensure commissions and contracts are protected going forward.

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TECHNOLOGY

AdvicePay Crowdfunds $2M In Seed Capital, Adds Enterprise Version

Proving their reach, AdvicePay co-founders Michael Kitces and Alan Moore launch an enterprise version of their advisor-focused fee-payment-processing platform.

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SPONSORED CONTENT

Path to Growth: Why RIA Firms Leverage M&A as a Growth Strategy

Ready to leverage your M&A deal as a growth strategy?

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ESTATE PLANNING

Top 12 Goodies Up for Grabs at Heckerling 2019

From Yeti coolers to light up lip gloss wands, T&E rounds up our best (and strangest) finds.

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