Wealth Management Morning Memo

MAY 3, 2019

CAREERS

Raymond James to Create New Platform for Buyers and Sellers

Diana Britton

The new offering will facilitate introductions between prospective buyers and sellers, a la Match.com.

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HIGH NET WORTH

Five Reasons to Hold Vacation Homes in an LLC

Harvey Bezozi

An introduction to the vacation home LLC and why it's so beneficial.

SPONSORED CONTENT

Branding Your Financial Advisory Practice

Sponsored by American Portfolios

Three basic steps to branding your advisory practice.

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MARKETING

Four Proven Financial Advisor Marketing Activities

Matt Oechsli

The follow practices have been validated by both elite financial advisors and affluent investors.

SPONSORED CONTENT

The Advantages of Integration

Sponsored by Salesforce

Read this white paper to learn more about how advisors and clients can benefit from integrating CRM and goals-based platforms.

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The Daily Brief

REGULATION AND COMPLIANCE

FINRA Claims AXA Misrepresented 401(k) Funds To Over 6,000 Clients

Dan Whateley

The broker/dealer owes $772,000 in fines and restitution, according to a FINRA sanction against the firm.

PHILANTHROPY

Aperture CEO Launches Initiative To Support Immigrants and Refugees

Dan Whateley

Peter Kraus is putting his foundation's dollars behind a new initiative for immigrant and refugee justice.

TECHNOLOGY

AdvisorEngine Announces New, Deeper Junxure Integrations

WealthManagement.com Staff

These integrations include data flow improvements between the CRM application and Orion platform, as well as with Constant Contact and MyRepChat.

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