Morning Memo
 
Wealth Management Morning Memo

JANUARY 13, 2022

ESTATE PLANNING

Robert Durst's 'Jinxed' Estate

What happens to the convicted murderer's fortune?

FULL ARTICLE

TECHNOLOGY

Addepar Adds RBC Wealth Management-U.S. as a Customer

The full-firm rollout to RBC's 2,100 advisors is a major addition for the platform provider.  

FULL ARTICLE

FASTCHAT VIDEO

The Value of a Boutique Recordkeeper

Watch as Steve Chappell, National Sales Vice President - Retirement Plans at Securian Financial discusses the value of a boutique recordkeeper.

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PEOPLE

Advisor Group’s Chief Experience Officer to Depart the Firm

Lori Love, Advisor Group's chief experience officer, is stepping down to focus on her family, and said in a personal message to employees that her husband had a hard battle with COVID and still has lingering impacts from the virus.

FULL ARTICLE

BUSINESS PLANNING

How to Prepare for a New Year After a Rocky Start

These exercises will help you reflect on your business, clarify areas that need your attention, and hopefully score some early practice management wins.

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