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Wealth Management Morning Memo

OCTOBER 3, 2022

RIA NEWS

It's More About Market Domination, Not Diversification, in the Shifting RIA Space

Ali Hibbs

Retired CEO of Pershing Advisor Solutions Mark Tibergien on what it will take for growing RIAs to thrive as consolidation shapes the future of wealth management.

INDUSTRY

Great American Life Takes MassMutual Branding

Diana Britton

Great American Life, which provides fixed indexed and registered index-linked annuities to some 50,000 retail advisors, is relinquishing the name back to its former parent and rebranding to MassMutual Ascend.

WHITE PAPER

Use of Alternative Investments Is Increasing, but There’s Still Room to Grow

Sponsored by Franklin Templeton

WealthManagement.com’s latest research study offers detailed perspective on which alternatives are the most popular, what factors prompt investor interest – and what factors provoke caution.

TECHNOLOGY

Three Standouts From AdviceTech.Live 2022

Davis Janowski

These three advisor technology providers stood out from the pack, according to Senior Technology Editor Davis Janowski.

INSURANCE

Another Tax on the Horizon for NY Residents

Jason Chalmers

The proposed LTC Trust Act would require employees to pay a percentage of their incomes (via a payroll tax) into the state’s long-term care fund.

SPONSORED WEBINAR

Building the Business Case for DEI&B

Sponsored by Thrivent Advisor Network

Join us on Tuesday, Oct. 4th as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve.