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Wealth Management Daily Memo

DECEMBER 21, 2022

ESTATE PLANNING

Survivor Winner Pledges Entire $1M Prize to Charity

Anna Sulkin

What are the tax implications?

FULL ARTICLE

RIA NEWS

Bluespring Wealth Partners Adds More Than $700M with Goldstein Advisors

Ali Hibbs

From intro to announcement, the transition to Kestra’s RIA acquirer was surprisingly easy, firm leaders said.

FULL ARTICLE

WHITE PAPER

Do You See Independence in Your Future?

Sponsored by AssetMark

From advisor to entrepreneur, determine which approach is right for you.

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NEXT PODCAST

The Wealth Management Firm of the Future: How To Become the Employer of Choice with Lisa Crafford

Mark Bruno

Lisa Crafford details the best practices to hire young talent as well as train existing employees for future leadership.

Sponsored by BNY Mellon | Pershing

LISTEN NOW

ETFS

Kathleen Moriarty, ETF Industry’s ‘SPDR Woman,’ Dies at 69

Katie Greifeld

Moriarty played a key role in the launch of SPY, the oldest and largest exchange traded fund.

FULL ARTICLE

WHITE PAPER

A New Flexible, Multi-Asset Approach To Investing

Sponsored by Amundi Asset Management

The 60/40 rule is due for an overhaul. Learn about a more flexible approach that incorporates a variety of asset types with different characteristics to meet specific investment objectives.

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Podcasts

RIA EDGE PODCAST

Savant’s Brent Brodeski on How M&A Is Accelerating the Evolution of Advice

Mark Bruno

The Savant Wealth Management CEO details the firm's growth strategy and its objective to extend advice to millions of new investors.

Sponsord by Schwab Advisor Services

LISTEN NOW

INSIDE ETFS PODCAST

Amplify’s Christian Magoon on The Modern Investor In 2023

Douglas Yones

The CEO of Amplify ETFs and founder of Magoon Capital discusses where the ETF market is moving.

Sponsored by Schwab Asset Management

LISTEN NOW

WHITE PAPER

7 Keys to Success: Compliant Texting

Sponsored by Hearsay Social

Your guide to compliant and scalable texting.

LEARN MORE