Wealth Management Daily Memo

AUGUST 13, 2021

PEOPLE

Maryland Securities Commissioner to Become Next NASAA President

Patrick Donachie

Melanie Senter Lubin will succeed current President Lisa Hopkins, West Virginia’s Senior Deputy Securities Commissioner, after NASAA's annual meeting in September.

TECHNOLOGY

RightCapital Rolls Out Retirement Income Planning Features

Davis Janowski

The dynamic retirement spending strategies will help advisors keep decumulation phase income plans flexible and on track.

SPONSORED CONTENT

Retirement Income Channel

Sponsored by Franklin Templeton

Timely insights to help advisors build better retirement income portfolios.

INDUSTRY

This Week in Wealth Management Deals

Asia Martin

The advisor moves, mergers and acquisitions you may have missed the week of Aug. 9-13, 2021.

PEOPLE

Former TD Ameritrade Exec Lands at FP Transitions

Diana Britton

RIA consulting firm FP Transitions has tapped Scott Leak, whose institutional sales role at TDAI was cut in the wake of Schwab's acquisition, as a senior consultant.

SPONSORED CONTENT

Tax-Managed SMAs: Better Than ETFs?

Sponsored by Parametric

ETFs are popular among investors seeking market-like exposure—but are they the most beneficial? Find out why tax-managed SMAs might be better.