JANUARY 3, 2022

PEOPLE

Texas Team with $700M AUA Joins Private Wealth From Wells Fargo

Patrick Donachie

The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs.

FULL ARTICLE

ETFS

Recapping a Record Year for ETFs

Todd Rosenbluth

With $910 billion of net inflows into U.S.-listed ETFs in 2021, the industry’s record-breaking year will be hard to repeat in 2022.

FULL ARTICLE

FASTCHAT VIDEO

Going Independent Just Got Easier

Sponsored by LPL Financial

Watch as Kimberly Sanders, SVP, Business Development - LPL Strategic Wealth Services and Mike Ashworth, Advisor, Ashworth Financial Group, discuss going independent and how LPL Strategic Wealth Services fully integrated program is designed to help you with every step of the move to independence.

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CELEBRITY ESTATES PODCAST

Encore Episode: Audrey Hepburn and How Secrets Destroy A Family

David H. Lenok

David Lenok and Dr. Denise Federer discuss the impact of families not having those difficult conversations about their money and wealth.

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INDUSTRY

Morgan Stanley to Pay $60 Million to Settle Data-Breach Suit

Bob Van Voris

The agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients.

FULL ARTICLE