Wealth Management Daily Memo

NOVEMBER 18, 2020

PEOPLE

Robert Moore Returns to LPL as CEO of Private Advisor Group

Asia Martin

The move puts him on the other side of the table at the independent broker/dealer LPL Financial, where he served as president until 2015.

TECHNOLOGY

Oranj To Close By End of 2020

Samuel Steinberger

Wealth management software developer Oranj notified advisors on Monday that it would cease operations on Dec. 31.

SPONSORED CONTENT

The Uncertainty of Social Security

Sponsored by Advicent

Cloudy Social Security future drives financial planning emphasis.

MICHAEL KITCES' #FASUCCESS PODCAST

Michael Kitces' Career Journey

Michael Kitces

In the 200th episode of the podcast, Michael Kitces tells his story to guest host Alan Moore.

WEALTHIES CIRCLE PODCAST

Optimize Growth and Profitability With LPL Financial

In partnership with LPL Financial

LPL Financial's Rich Steinmeier discusses the firm's tech strategy for business owners and independent advisors.

Wealthies Circle Spotlight

How Practifi Helps You Build Better Client Relationships

Contributed by Practifi

Our enterprise-grade platform brings together everything you need to build better client relationships.

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