Morning Memo
Wealth Management Morning Memo

FEBRUARY 5, 2021

HIGH NET WORTH

The 21 Richest NFL Owners

You don’t have to be a billionaire to own an NFL franchise, but it sure helps.

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ADVISOR CHANNELS

LPL to Offer Biz Solutions Service to Non-LPL Advisors

“If we do that well for LPL advisors, then we could easily take that to an advisor that doesn’t necessarily sit on our platform today,” CEO Dan Arnold said.

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SPONSORED CONTENT

Uncover Hidden Value in Credit

Discover more about VanEck’s recently launched fixed-income ETFs.

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REGULATION AND COMPLIANCE

Galvin Faults RBC For Failing to Oversee Broker's Trades

The Massachusetts Securities Division alleges that Bruce Cameron invested more than $30 million of client assets into securities related to energy and over-concentrated the accounts of at least 10 investors.

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REAL ESTATE

What January’s REIT Results Tell Us About the State of the Market

Across the various subsectors, REITs remain on the trajectories that began in the fourth quarter of 2021 as the industry looks to a post-COVID-19 recovery.

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MINDY DIAMOND ON INDEPENDENCE

An Exclusive Deep Dive into the 2020 Schwab RIA Benchmarking Study

A conversation with Lisa Salvi, Vice President, Business Consulting & Education, Schwab Advisor Services.

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WEALTHIES CIRCLE PODCAST

The Data vs. Documents Battle Within the Financial Services Industry

Docupace CEO David Knoch explains why “document management” should really be considered “data management.”

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Wealthies Circle Spotlight

Tech That Connects at Raymond James

Raymond James’ robust technology platform helps our advisors stay connected to clients and keep their businesses running – no matter where their office may be.

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