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Wealth Management Morning Memo

FEBRUARY 10, 2022

COLLEGE PLANNING

What Clients Need to Know About Expected Family Contributions

Lynn O'Shaughnessy

Families can use their Expected Family Contribution to determine what type of colleges and universities their children should target, and maximize their chances of obtaining financial aid.

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INDUSTRY

Commonwealth Rolls Out Business Development Program for Next-Gen Advisors

Diana Britton

The year-long coaching program is aimed at giving next-gen advisors tactics for growing clients, assets and revenue.  

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SPONSORED CONTENT

Global Dividend Investing—3 Reasons Why

Sponsored by Proshares

Don’t make a mistake by overlooking global dividend stocks.

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RPA EDGE

Can RPAs Survive Without Wealth Management?

Fred Barstein

And should RIAs be looking at DC plans?

FULL ARTICLE

RIA EDGE PODCAST

Abacus Wealth’s Neela Hummel on Strategically Building a $4.4B RIA

Mark Bruno

Neela Hummel shares how Abacus has embraced diversity, creating a culture of inclusivity that has helped power the RIA's growth and expansion.

Sponsored by Schwab Advisor Services

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