View Online

OCTOBER 6, 2021

INDUSTRY

Three Factors Driving Wealth Management M&A in 2021

Kay Lynn Mayhue

Teams, technology and taxes are behind the rising wave of deals, writes the president of Merit Financial Advisors.

FULL ARTICLE

INDUSTRY

Mariner Acquires $250M Orlando Firm Vaughn Wealth Management

Diana Britton

Mariner's latest deal expands its presence in Florida and marks the RIA’s seventh acquisition since July.

FULL ARTICLE

SPONSORED CONTENT

Talking to Your Clients About Responsible Investing

Sponsored by Parnassus Investments

Let clients know you can help them align their investments with their values.

READ MORE

WEALTHIES CIRCLE PODCAST

Tony Leal on the Past, Present and Future of Financial Planning

David Armstrong

Envestnet MoneyGuide President Tony Leal discusses how “embedded finance” will push the concept of financial planning far wider in the future—bringing both competition, and opportunity, to financial advisors.

LISTEN NOW

INDUSTRY

Cathie Wood’s ARK Departs NYC in Shift to Florida Office

Jonathan Levin and Claire Ballentine

ARK is closing its New York office permanently at the end of October and relocating its corporate headquarters to St. Petersburg, Fla.

FULL ARTICLE

SPONSORED CONTENT

Why Invest in Momentum?

Sponsored by ProShares

Explore a strategy that’s unlocked Nasdaq-100 outperformance.

READ NOW

Wealthies Circle Spotlight

You Can’t Automate Behavior Into Existence

Contributed by Thrivent Advisor Network

Read our blog about using tech effectively to drive growth.

READ MORE

SPONSORED WEBINAR

The Moneyball Approach to New Age Portfolio Management

Sponsored by New Age Alpha

Join us on Tuesday, Oct. 12th for a discussion that will cover how to apply a Moneyball approach to investing and portfolio management.

REGISTER NOW

VISIT THE WEALTHIES CIRCLE