WealthManagment.com Daily Memo
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INDUSTRY | | | Diana Britton | Following the announcement of its acquisition of Crown Capital Securities, LPL said it added $19 billion in recruited assets and 421 net new advisors during the second quarter. FULL ARTICLE |
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RIA ROUNDUP | | Ali Hibbs | Aspiriant, Key Private Bank and Merrill Lynch lost advisors to Manhattan West and Steward Partners in moves announced this week, while F.L.Putnam expanded in Maine. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Commonwealth Financial Network | The debt ceiling was resolved, but other risks persist. Find out what that means for the rest of 2023. LEARN MORE |
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TECHNOLOGY | | Rob Burgess | J.P. Morgan's latest investment in the startup incubator is fueling the firm's next round of AI-enhanced technology tools for advisors. FULL ARTICLE |
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PROSPECTING | | Stephen Boswell | It’s based on the idea that you should be current in all areas of your clients’ financial lives, not just their investments. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Ares | How floating rate direct loans have thrived in past periods of rising interest rates and market volatility. DOWNLOAD NOW |
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