Wealth Management Daily Memo

JANUARY 31, 2019

TECHNOLOGY

LPL on the Rebound

Samuel Steinberger

For the first time in a long while, advisors are singing the praises of the nation’s largest independent broker/dealer.

TECHNOLOGY

T3: Pershing and AdvisorEngine Integrate, Support Paperless Onboarding

Samuel Steinberger

Shifting from a focus on proprietary processes to one of providing easy access to data helped Pershing expedite the integration with AdvisorEngine.

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

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ESTATE PLANNING

IRS Issues Final Regs on IRC Section 199A

Alan Gassman, John N. Beck and Brandon L. Ketron

What trust advisors need to know.