Wealth Management Morning Memo

APRIL 20, 2022

TECHNOLOGY

Orion Acquiring CRM Provider Redtail

Samuel Steinberger

Orion is attaching Redtail's CRM technology to an advisor offering that now includes portfolio management, financial planning, compliance support and risk profiling.

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HIGH NET WORTH

U.K. Chancellor Revealed to Have U.S. Green Card

David Lesperance and Melvin A. Warshaw

Is this a tax evasion scheme or a legitimate planning strategy?

SPONSORED CONTENT

Six Keys to Finding the Right Firm

Sponsored by LPL Financial

If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision.

REGULATION AND COMPLIANCE

CFP Board Boosts Annual Fee By $100

Patrick Donachie

The CFP Board said the annual increase will go towards public awareness and diversity initiatives.

RETIREMENT PLANNING

Millennials Save for Retirement Years Earlier Than Boomers — Because They Have To

Suzanne Woolley

All the messaging about putting money early into retirement accounts seems to have made a dent.

SPONSORED CONTENT

Harnessing Technology to Streamline, Grow and Secure Your Practice

Sponsored by Bill.com

This eBook details ways you can standardize workflows to streamline your business, target manual pain points to increase efficiency, harness data to add value for clients, and address the changing cybersecurity landscape.

Podcasts

RIA EDGE PODCAST

Thrivent Advisor Network's Carolyn Armitage on True Drivers of Growth in the RIA Space

Mark Bruno

The head of Thrivent Advisor Network discusses the key findings of the RIA Edge study.

Sponsored by Schwab Advisor Services

CELEBRITY ESTATES PODCAST

Russia, Ukraine and the Benefits of Alternative Citizenship

David H. Lenok

The return of war to Europe reinforces the need for clients to have a backup plan in place to protect their families and their assets.

SPONSORED WEBINAR

Direct Indexing vs. Personalized Portfolios

Sponsored by Vise

This webinar on Thurs. April 28th will cover how to talk to clients about direct indexing vs. custom indexing, how customized portfolios create greater tax optimization for clients, and more.