WealthManagment.com Daily Memo
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| ADVISOR CHANNELS | | | | | | Diana Britton | | Gallagher and its 90 advisors join the Advisor Group broker-dealer from Kestra. FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | LPL also recently added two teams to its employee advisor channel from UBS and Morgan Stanley. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by LPL Financial | | If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision. LEARN MORE |
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| REAL ESTATE | | | | David Bodamer | | 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. FULL ARTICLE |
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| INDUSTRY | | | | Matt Crow | | The performance of publicly traded consolidators has been lackluster, despite favorable conditions in which those business models should thrive, writes Mercer Capital's president. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Franklin Templeton | | The shift to financial independence. REGISTER NOW |
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| INSIDE ETFS PODCAST | |
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| Dimensional’s Lisa Dallmer | |
| Douglas Yones | |
Dimensional Fund Advisors COO Lisa Dallmer discusses culture, volatility and portfolio allocation in today’s capital markets.
Sponsored by Schwab Asset Management
FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Protective Life | | 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. REGISTER NOW |
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