WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 14, 2021

INDUSTRY

RIA Buyers Move Upstream As M&A Continues To Shatter Records

Over half of RIA deals done in the third quarter involved selling firms with $1 billion or more in assets, up from the historic average of 30%, according to DeVoe & Company’s latest RIA Deal Book.

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TECHNOLOGY

Facing Tech Delays, Pershing Hires Former LearnVest Exec

Facing months-long tech delays, Pershing launches a new business unit and asks a former LearnVest and Northwestern Mutual exec to run it.  

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SPONSORED CONTENT

Talking to Your Clients About Responsible Investing

Let clients know you can help them align their investments with their values.

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TECHNOLOGY

The Added Importance of CRM Technology in a Post-COVID-19 World

Advisors are learning that their CRM doesn’t only help them keep track of clients, but of their employees, too.

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MARKETING

Three Concepts Every Advisor Must Know About Strategic Marketing

This is the time of year to professionalize your RIA's marketing with a view to engaging target audiences and capturing specific areas of that engagement as value, preferably in ways that can be measured.

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SPONSORED CONTENT

Managing Portfolio Construction

Advisors may not be taking full advantage of the resources available to them.

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Wealthies Circle Spotlight

Private Markets: A Guide to High-Net-Worth Investors

An overview of the private markets to those less familiar with them.

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SPONSORED WEBINAR

Making Sense of ETF Structures and Liquidity

In this webinar on Monday, Oct. 18th, our panel of speakers will discuss how you can help optimize your ETF trading practices and a few trends seen in the ETF market.

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