WealthManagment.com Daily Memo
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| HIGH NET WORTH | | | | | | Linda Bourn | | Risks include reputation management, personal threat assessments and emergency preparedness for natural disasters. FULL ARTICLE |
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| RPA EDGE | | | | Fred Barstein | | Those who do not adopt and incorporate the coming wave of AI and fintech apps may find themselves wondering why competitors can charge so little for plan services or are able to work with smaller plans. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Pacific Life | | Overcoming the RIA/Annuity disconnect by addressing common financial advisor objections. DOWNLOAD NOW |
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| REAL ESTATE | | | | Elaine Misonzhnik | | Low leverage and all-cash buyers continue to drive activity in the net lease space. But investors are tightening acquisition criteria to account for higher risk. FULL ARTICLE |
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| TECHNOLOGY | | | | Aaron Brown | | We’re a long way from AI taking over Wall Street, but two credible studies suggest there’s no reason to think it can’t. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by United Planners Financial Services | | The move to the independent broker/dealer channel has been a popular choice for many advisors seeking expanded product offerings and more freedom. But not all independent broker/dealers are the same. With a little research, advisors will find that independence can mean different things with each firm. LEARN MORE |
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| THE WEALTHSTACK PODCAST | |
| | | Making Data Actionable | |
| Shannon Rosic | |
| Scott Leak of FP Transitions describes what kind of data should advisors be looking at when it comes to making major decisions or transitions. LISTEN NOW |
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| ADJUSTED FOR RISK PODCAST | |
| | | The Zephyr Summit | |
| Ryan Nauman | |
| Zephyr's Chris Volpe and Randy Jones discuss the upcoming Zephyr Summit: The Definitive Investment Management Summit For Enhancing Investor Experience. WATCH NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Nasdaq | | Join us on May 4th to how the supply-demand scenarios for lithium, uranium, copper, and nickel may impact miners, and the resulting investment opportunities. REGISTER NOW |
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