WealthManagement.com Daily Memo
 
Wealth Management Daily Memo

FEBRUARY 13, 2023

RPA EDGE

The 10 Most Impactful People in the 401(k) Industry

The contributions from members of this group resulted in something new and impactful, good or bad, and they are still active in the same or similar role where they continue to have the opportunity to affect the industry.

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CELEBRITY ESTATES PODCAST

Succession Planning Lessons From The British Royal Family

With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’?

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WHITE PAPER

Solve the Breakaway Challenge with an Integrated Wealth Platform

Turn unified technology into a powerful recruitment and retention tool.

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REAL ESTATE

DST Sector Battles Excess Inventory as Investor Demand Slows

Disruption to the broader real estate investment sales market has taken its toll on the DST sector.

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CLIENT RELATIONS

Why Advisors Need to Monitor Financial Vital Signs

Much like with clients' physical health, providing ongoing and preventative care to their finances helps improve their lives.

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SPONSORED WEBINAR

Scaling Up: Using Tuck-Ins To Expand Your Local and Regional Footprint

Join this webinar on Feb. 28th as our presenters talk through key factors that improve your chances in expanding your firm with as little disruption as possible and offer first-hand knowledge on what you can expect when your company is ready to expand its footprint.

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