Morning Memo
 
Wealth Management Morning Memo

NOVEMBER 8, 2022

Three Active RIA Acquirers on What it Costs to Create a “Profitable” Deal

Outside input is important, the panelists agree, but choose carefully. There are only a handful of bankers and attorneys with the expertise to create the best outcome for selling advisors.

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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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RPA Edge

It's Time to Get Real About 401(k) Plans

Is there any hope to help the 97% of 401k participants without access to a financial advisor?

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SPONSORED CONTENT

Purchasing Another Advisory Practice?

Maximize Your Investment With SBA Financing. Here’s How It Works…

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Technology

Taiber Launches Taiko, An OCIO For Financial Advisors

It is designed to serve RIAs and financial institutions ranging from $100 million in AUM to multi-billion-dollar national enterprises.

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Philanthropy

The Importance of Professional Asset Management in DAF Accounts

Many DAF donors don’t know that some sponsors allow their financial advisors to select and manage the investments in their accounts.

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Ten to Watch

PEOPLE

Ten to Watch in 2023: Stevyn Guinnip

Stevyn Guinnip, a "Wellth advisor," is CEO and founder at Grow Wellthy.  

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PEOPLE

Ten to Watch in 2023: Sindhu Joseph

Sindhu Joseph is founder and CEO at CogniCor.  

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SPONSORED WEBINAR

Did Value Really Stop Working? Looking at Equities Through a Clean Lens

Attend this webinar on November 11th and you will learn the legacy of value investing and what it was and was not intended to be, the change in our Economy over the last several decades and how GAAP rules are mandated to recognize (or miss) the creation of assets in today's world, and more.

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