Morning Memo
 
Wealth Management Morning Memo

APRIL 8, 2022

TECHNOLOGY

RightCapital Debuts One-Page Financial Plan Snapshot

The planning provider is making simple customization the centerpiece of its new feature to meet advisor requests.

FULL ARTICLE

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REGULATION AND COMPLIANCE

Index Providers Part 2: Regulation on the Horizon

With the continued focus on index providers and the growth of index-based investment products, increased regulation is inevitable, writes the former CEO of S&P Dow Jones Indices.

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SPONSORED WEBINAR

Understanding the True Drivers of RIA Growth

This webinar on Tues. April 26th will offer the first live look at the key findings from the 2022 RIA Edge Study, which examined the growth rates of hundreds of RIA firms, as well as their expectations for the future.

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BUSINESS PLANNING

Winning and Keeping Talent in Today’s Tight Job Market

It’s not always about money.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

CEG’s John Bowen on What it Takes to Build a Blockbuster Business

What’s the secret to the success of top financial advisors? John Bowen of CEG Worldwide, coach to elite financial advisors, shares the “real gamechangers” that help them break through to the next level and accelerate growth—and more.

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