Morning Memo
 
Wealth Management Morning Memo

MARCH 6, 2023

HIGH NET WORTH

Use a Prenup Checklist to Help Clients Plan for Marriage

Ultimately, a prenup’s flexibility allows it to strengthen—rather than jinx—a marriage.

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RIA NEWS

RIA Roundup: Lazard Asset Management Acquires Truvvo Partners to Create $8B Family Office

Despite talk of RIA M&A slowing, the industry announced a bevy of new deals this week, transacting almost $19 billion in client assets.

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ON-DEMAND WEBINAR

Scaling Up: Using Tuck-Ins To Expand Your Local and Regional Footprint

In the webinar presenters talk through key factors that improve your chances in expanding your firm with as little disruption as possible and offer first-hand knowledge on what you can expect when your company is ready to expand its footprint.

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THE WEALTHSTACK PODCAST

The WealthStack Podcast: Why the Timing of Financial Advice Matters

Financial advice delivered too early—or worse, too late—can have the opposite effect of its intention, says Bento Engine's Philipp Hecker

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ALTERNATIVE INVESTMENTS

Clueless Wall Street Is Racing to Size Up Zero-Day Options Boom

Zero-day options got a fresh boost on index trading after firms like Cboe Global Markets Inc. last year expanded S&P 500 options expirations to cover each weekday.

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SPONSORED CONTENT

Transitioning Your Broker Dealer is Easier Than You Think

Join us on Mar. 8th to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success, including actionable advice for how to find a broker-dealer that can help you grow.

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