WealthManagment.com Daily Memo
Wealth Management Daily Memo

DECEMBER 5, 2017

INDUSTRY

Purshe Kaplan Sterling Scooped Up By Wentworth Management Services

This marks Wentworth's first major acquisition of an IBD.

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PODCAST

Exploring the Independent Broker/Dealer Model

The Independent Broker Dealer or IBD model offers a mix of freedom and support for advisors who want flexibility but also to retain some of the “scaffolding” they’re accustomed to.

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SPONSORED CONTENT

Advisor Primer: Add Value to Black Parents

Build your practice by helping parents nurture children’s skills.

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INFORMA INTELLIGENCE

Investors Seem Convinced Fed Almost Finished Raising Rates

Investors have been pouring money into bond funds this year while losing interest in bank products.

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