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Wealth Management Daily Memo

NOVEMBER 1, 2022

PEOPLE

The Ten to Watch in 2023

WealthManagement.com Staff

Innovators and influencers set to change the industry in 2023.

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INDUSTRY

Blucora to Shed Tax Software Business, Rebrand As Avantax

Diana Britton

The move allows the company to focus solely on the wealth management business; Blucora stock climbed 9% on the news.

WHITE PAPER

The Value of Advice Beyond Investing

Sponsored by Bento Engine

Increase loyalty, retention and referrals with proactive advice.

RIA NEWS

Texas Advisor With $360M Joins Mercer Advisors

Patrick Donachie

Mark D. Cunningham said he joined with the RIA after seeking out a potential partner that would “anchor on financial planning.”

HIGH NET WORTH

U.S. Supreme Court to Decide Calculation of Penalties for FBAR Violations

Reuben G. Muller

Should they be per account or per form?

WMIQ RESEARCH

How Do You Compare? Read our Next Gen And Established Advisors Report

Sponsored by RBC Custody & Clearing

This new study uncovers several key differences in both approach and value proposition between Next-Gen Advisors and Established Advisors – and includes some interesting surprises.

WMTV

MARKETING

Samantha Russell on Driving Client Engagement

WealthManagement.com Staff

Samantha Russell, chief evangelist at FMG Suite, explains the benefits of serving timely information via zero-click content.

BUSINESS PLANNING

Penny Phillips on Differentiating Your Financial Advisory Practice

WealthManagement.com Staff

Penny Phillips, president and co-founder of Journey Strategic Wealth, explains the importance of understanding your unique value proposition.

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