Morning Memo
 
Wealth Management Morning Memo

JULY 15, 2022

INDUSTRY

The Wealth Management Market May Double by 2030

A new Bain & Company study has identified three business models best suited to capturing assets in an emerging market expected to surge over the next eight years.

FULL ARTICLE

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TECHNOLOGY

Panoramix Rolls Out New Billing Enhancements

The updates to the firm's core billing functionality should help advisors address gaps in managing revenue and meet regulations.

FULL ARTICLE

RESOURCE CENTER

How to Evaluate Your Potential Firm’s Compliance Team

Learn what to look for in a prospective firm partner so you can help your clients protect and grow their assets while you grow and protect your practice.

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ETFS

The Most Actively Traded ETFs in the Past Month

These funds saw the most activity over the past 30 days.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

An Expert's Advice on Creating a Referral Engine

Bill Cates, President, Referral Coach International, shares his best tips to create your own referral process.

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FASTCHAT VIDEO

Tax Planning: Why Advisors Should Consider Annuities for Their Clients’ Portfolios

Advisors who can help create tax-efficient withdrawal strategies for their clients can offer tangible value in a critical area.

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Podcasts

ADVISOR INNOVATIONS PODCAST

Live Oak’s James Hughes on Underwriting RIA Growth

Live Oak Bank's James Hughes provides a bird's eye view of the RIA industry.

Sponsored by LPL Financial

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CELEBRITY ESTATES PODCAST

Vince McMahon Sr. and the Evolution Of Generational Values

In a family business, passing down core values can be a struggle as future generations look to create their own paths.  

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SPONSORED WEBINAR

Turning Efficiency into Scale: Trends in investment management outsourcing

Join on July 20th for a look at the key findings from the 2022 Race to Scalability Study, which tracks where and how advisors are finding efficiencies to better scale and grow their businesses, enabling them to create a better client experience.

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