WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

APRIL 11, 2022

ADVISOR CHANNELS

Triad Adds Gallagher’s $6.3B Retirement Plan Consulting Business

Gallagher and its 90 advisors join the Advisor Group broker-dealer from Kestra.

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INDUSTRY

LPL Recruits Wisconsin Father/Daughter Team from Thrivent

LPL also recently added two teams to its employee advisor channel from UBS and Morgan Stanley.

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SPONSORED CONTENT

Six Keys to Finding the Right Firm

If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision.

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REAL ESTATE

Publicly-Traded REITs Enjoyed a Strong Bounce Back in March

The year got off to a rocky start with two straight months of declining total returns, but REITs ended the first quarter on a hot streak and are closing in on break-even for the year.

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INDUSTRY

Does RIA Consolidation Work? Show Me the Money

The performance of publicly traded consolidators has been lackluster, despite favorable conditions in which those business models should thrive, writes Mercer Capital's president.

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SPONSORED CONTENT

Evolution of Retirement

The shift to financial independence.

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Podcasts

INSIDE ETFS PODCAST

Dimensional’s Lisa Dallmer

Dimensional Fund Advisors COO Lisa Dallmer discusses culture, volatility and portfolio allocation in today’s capital markets.

Sponsored by Schwab Asset Management

FULL ARTICLE

RIA EDGE PODCAST

Pathstone’s Matthew Fleissig on the Journey to $35B

Pathstone President Matthew Fleissig discusses what it took to build the RIA into one of the largest in the business, and its plans for the future.

Sponsored by Schwab Advisor Services

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SPONSORED WEBINAR

Navigating Retirement Planning in a Changing Tax Landscape

Join this timely webinar on Wed. April 13th, for a better understanding of how taxes can impact your clients' retirement plans, considerations for navigating changes in tax legislation, and how may be able to help your clients improve the tax efficiency of their portfolios.

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