WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 5, 2022

Steve Lockshin's Vanilla Adds CEO, CTO

Digital estate planning developer Vanilla added a new CEO, CTO, and former Addepar executive to its leadership team.

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2022 Market Outlook

The 2021 One-Two Punch

More advisors are embracing and mastering Financial Planning technology and taking new Marketing approaches.

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LPL Recruits $1B OSJ From Securities America

Elite Financial Network, a Huntington Beach, Calif.-based large OSJ with about $1 billion in assets and 30 advisors, joins LPL from Securities America.

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Industry

DeVoe: Most RIA Leaders Foresee Higher M&A Activity in 2022

More than 60% of respondents to a newly-released DeVoe & Company survey expected acquisition activity to continue to climb in 2022, topping 2021's record-breaking year.

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