Morning Memo
 
Wealth Management Morning Memo

JUNE 19, 2023

RETIREMENT PLANNING

Retirement Is Overrated for Many Advisors

Statistically, continuing to work later in life is better for longevity as well as mental and financial health.

FULL ARTICLE

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RIA ROUNDUP

Hightower Adds $3.2B in Assets

In RIA news this week, Hightower announced its third billion-dollar-plus acquisition this month, while SageView picked up a $5.2 billion retirement plan consulting business.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Organizational Strategies to Power Future Growth

How firms approach the work of wealth management.

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401KTV

401(k) Real Chat: Dick Darian and Peter Campagna of Wise Rhino Group

Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.

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RETIREMENT PLANNING

Older Americans Robbed of $20B a Year by People They Know

Nearly three-quarters of financial exploitation is done by family, friends or caregivers.

FULL ARTICLE

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