Morning Memo
 
Wealth Management Morning Memo

JULY 10, 2023

PEOPLE

Q&A: Orion CEO Eric Clarke on a Replacement, Retirement and the Future

The departing executive spoke about his reasons behind the move; the search for a replacement; the highs and lows of his tenure; what’s next for him, Orion and the industry at large; and more.

FULL ARTICLE

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COLUMN

Advisor Reviews: Don't Get Left Behind

Our technology columnist points out that we have become a reviews-based culture, whether we are looking at cars, technology or services, and shopping for an advisor will soon follow suit.

FULL ARTICLE

FASTCHAT VIDEO

Current Trends in Advisory Firm M&A

Rising interest rates haven’t chilled the still hot advisory M&A market, says Eric Leeper, who sees more interest among younger owners.

WATCH NOW

EQUITIES

Political Risk and International Stock Returns

For investors seeking higher returns, there are no free lunches—they have to accept greater risk.

FULL ARTICLE

BUSINESS PLANNING

Delegate, Don't Manage

Hoarding work and not giving your employees the chance to evolve in their roles will stunt their growth.

FULL ARTICLE

FASTCHAT VIDEO

Looking at the Future of Custody

Expect custody to become even more competitive, predicts Franklin Tsung of AppCrown, as established and new players vie to help advisors grow.

WATCH NOW

Podcasts

THE WEALTHSTACK PODCAST

Fixing the RIA Fee Billing Conundrum with Lacey Shrum

Smart Kx founder Lacey Shrum details the challenges RIAs face with billing and how the company's software solves them through automation.

Paid for by Wells Fargo Advisors

LISTEN NOW

FOCUSED ON THE FUTURE PODCAST

Leslie Tabor on Why Every Financial Advisory Firm Needs a Talent Strategy

Schwab's Leslie Tabor details the importance of a “people first, employees second” approach to corporate culture.

Sponsored by Commonwealth

LISTEN NOW

EXCLUSIVE WMIQ WEBINAR

How Commodity ETFs Can Fit Into Client Portfolios

Join this webinar on July 12th, as experts reveal why commodity ETFs provide a new method for getting exposure to the asset class.

REGISTER NOW

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