WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 18, 2023

RETIREMENT PLANNING

The 10 Best and 10 Worst States to Retire In

The South and Midwest dominate the top of the rankings.

FULL ARTICLE

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INDUSTRY

LPL Lures $1.2B Morgan Stanley Veterans

Recruited away from Morgan Stanley, Los Angeles-based The Francis Group is the latest team to join LPL’s SWS division, the IBD’s premium affiliation model that went live in April 2020.

FULL ARTICLE

WHITE PAPER

Now Is a Good Time to Review Strategies for Estate Taxes & Gifting

Consider taking advantage of current higher exclusions of gifting.

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RIA ROUNDUP

Dakota Wealth Management Grows to $3.8B with Jonathan D. Pond Acquisition

Dakota Wealth, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty Financial Partners announced some executive changes.

FULL ARTICLE

WMTV ON LOCATION

How to Recruit and Grow the Next Generation of Advisors

How are firms enabling the growth of the next generation of advisors and attracting them to the industry?

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