Wealth Management Morning Memo

AUGUST 27, 2022

What Kind of Acquiror Will Advisor Group Be?

Diana Britton

The firm sees an opportunity for RIAs to leverage its platform capabilities, technology and scale to accelerate growth, CEO Jamie Price says.

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RIA News

Merit Gains New DC Division With Mersberger Deal

Ali Hibbs

The acquisition adds $830 million in AUM and a new retirement plan division with $489 million in AUA.

High Net Worth

Expatriation Explained

Matthew Erskine

Clients planning on exiting the U.S.? Leaving the US and giving up your US citizenship is possible but complicated and costly.

Technology

Dynasty IPO Still in the Works

Diana Britton

An SEC filing on Wednesday signifies that the RIA services provider still intends to go public, contrary to a report.

WHITE PAPER

Marketing Strategy Guide for Financial Advisors

Sponsored by TIFIN Wealth

It's more important than ever for financial advisors to cut through the noise of a competitive market and connect with targeted audiences. This free eBook from TIFIN Clout shows you how to create a digital media strategy that resonates with prospects and clients.

Retirement

How The Inflation Reduction Act of 2022 Bolsters Medicare Part D

Mark Miller

It’s important to understand the ceilings that the IRA will start to place on out-of-pocket drug costs for your clients, starting in 2023.

WHITE PAPER

Risk is Personal

Sponsored by Orion Advisor Tech

Learn tricks to make client goals come alive in new ways.

Podcasts

Celebrity Estates: Freddie Mercury and Financial Planning With An LGBTQ+ Mindset

David Lenok

A conversation on LGBTQ+ financial planning and creating a healthy environment for clients as a trusted advisor.

Investment

Three Reasons Advisors Should Care About Water Resources

Emma Smith

Poor water stewardship poses a real financial risk for investors.

Philanthropy

Eight Year-End Charitable Giving Strategies

Sam Kang, Caleb Lund and Hayden Adams

Help clients give more while saving on 2022 taxes; deadlines always come faster than expected.

Podcasts

Mindy Diamond on Independence: How to Maximize Your Career Enterprise Value

Mindy Diamond and Louis Diamond

There is a “value” to the work an advisor does, regardless of whether they are an employee or independent, that needs to be a part of the conversation when considering one’s future.