Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 13, 2023

RIA EDGE

RIA Edge 100 Growth Profile: The Mather Group

The Mather Group has grown by more than 700% over the last five years, due to an active M&A pipeline, a mysterious lead generation strategy and a “truly professional” CEO.

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BUSINESS PLANNING

How to Immediately Drum Up New Business

Three tried-and-true best practices to get more clients.

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WMIQ EXCLUSIVE RESEARCH

The RIA Edge Study: Chapter 4 - Staffing at Wealth Management Firms

How advisory firms and practices approach their staffing needs in many reflects their structure and ownership.

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INSURANCE

Pay Attention to Term Conversion

The insurance company may be allowed to alter the deal during the contracted term.

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TECHNOLOGY

Wealthstack Roundup: Opto Investments Teams With Merchant on Alts

Opto lands partnership with Merchant Investment Management for private markets access, while Pontera and IMTC announce new relationships.

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SPONSORED WEBINAR

Small and Mid Cap Investing: Two Strategies and a Bright Future

Join this webinar on Feb. 16th as our expert presenters discuss two unique approaches to developing small and mid cap funds, and why these strategies are relevant to the modern investor.

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