WealthManagement.com Daily Memo
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| TECHNOLOGY | | | | | | Davis Janowski | | Rumors swirled for months that the TAMP and technology provider was up for sale. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Lynch Retirement Investment Group brings WEG to almost $82 billion and adds a fourth Maryland office. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by BILL | | Explore practical tips for identifying the most important technology needs of family offices and evaluating solutions. LEARN MORE |
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| RIA NEWS | | | | Ali Hibbs | | Before joining Avantax, acquired by Cetera last year, Michael Molnar spent time as a strategy consultant, equity analyst, successful investor, CPA and dealmaker. FULL ARTICLE |
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| MARKETING | | | | Meghan Busch | | Should wealth management storytelling tap into the feelings of the audiences it's targeting? FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Commonwealth Financial Network | | Learn how you can approach estate planning with clients that is both proactive and flexible. DOWNLOAD NOW |
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| FOCUSED ON THE FUTURE PODCAST | |
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| Brian Seymour on the Power of Coaching | |
| Suzanne Siracuse | |
Prosperitage Wealth's Brian Seymour explains the crucial role coaching played in shaping his career, helping him identify his unique strengths and develop his “super power.”
LISTEN NOW |
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| WEBINAR | | | | Sponsored by Cambridge Investment Research | | Join our webinar on May 3rd, as experts discuss how wealth advisors view the M&A market and how the market for transactions is evolving in 2024. REGISTER NOW |
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