WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 29, 2022

HIGH NET WORTH

The Patagonia Purpose Trust: What Is It and Will It Work?

Purpose trusts are nothing new, but this is an elegant twist on the strategy to achieve Yvon Chouinard’s objectives.

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INDUSTRY

Cetera Attracts Texas-Based Team With $3B AUA From Hilltop

Burrows Capital Advisors, led by 30-year industry veteran Don Burrows, will be affiliating with Totus Wealth Management, an OSJ that joined Cetera last year.

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SPONSORED CONTENT

The Future of Workplace Benefits

In its new perspectives paper, Voya Financial explores how employers can realize greater value by getting their workplace benefits and savings in sync.

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RIA NEWS

Wealth Enhancement Group Buys $677M Hybrid RIA Bohmer Kilcoyne

WEG's latest acquisition brings its total client assets to more than $57.3 billion.

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RIA EDGE PODCAST

Carolyn Armitage on The Importance of Succession Planning for RIAs

Thrivent Advisor Network's Carolyn Armitage details the best and worst practices for putting a formal succession plan in place.

Sponsored by Schwab Advisor Services

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RESOURCE CENTER

2022 RIA Survey Results

Advisors from emerging Registered Investment Advisors (RIAs) were asked what they need to accelerate their business growth. The results speak to how your peers think about positioning their practice for profitability.

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Podcasts

INSIDE ETFS PODCAST

Noel Archard on The Advantages Of ETFs in a Volatile Market

The global head of ETFs at AllianceBernstein discusses drive behind the funds as an investment tool and how they fit within the current market environment.

Sponsored by Schwab Asset Management

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MINDY DIAMOND ON INDEPENDENCE

How a $600M Breakaway Team Transformed into a $2.8B Business

A conversation with Todd Resnick, co-founder and president of One Seven, on the firm's journey from breakaway to prolific acquirer.

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SPONSORED SURVEY

Trends in Firm Staffing

Can you help us with our quick survey, focused on staff and compensation? This survey will take a few minutes to complete and as a token of our appreciation, each person to complete the survey will be entered for the chance to win a YETI Tundra 75 Cooler (valued at $450)!

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