Morning Memo
 
Wealth Management Morning Memo

NOVEMBER 13, 2023

RIA NEWS

Snowden Lane Exceeds $1B in Recruited Assets in 2023

The seventh breakaway advisor to join Snowden Lane this year, William “Trey” Jones III managed $230 million at Merrill Lynch.  

FULL ARTICLE

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RIA PEOPLE ROUNDUP

EP Wealth Advisors Taps Kyle Miller to Lead M&A

A host of ‘strategic’ hires and promotions were announced this week, as firms continue to focus on growth.

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WHITE PAPER

High Growth Playbook

Proven strategies for financial advisors to skyrocket their business.

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ESTATE PLANNING

Debt Management in Estate Planning

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

FULL ARTICLE

REAL ESTATE

Short Duration Residential Mortgages Are a Good Place to “Hide Out,” According to 1Sharpe Co-Founder

The firm has been investing in residential mortgages for the past eight years. It’s seeing better opportunities now than it has for some time, its co-founder says.

FULL ARTICLE

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