Morning Memo
Wealth Management Morning Memo

MARCH 25, 2021

TECHNOLOGY

White-Label WealthTech Provider Marstone Partners With FreeWill

The provider of wealth technology to advisory firms and institutions adds an integration to the digital estate planning startup.  

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INDUSTRY

LPL OSJ Recruits $450M Team from Advisor Group

Scottsdale, Ariz.-based Progressive Financial Concepts joins Wealth Consulting Group, an office of supervisory jurisdiction of LPL Financial.

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SPONSORED CONTENT

Centers of Influence (COI) in the Virtual World

Listen as Kirk Hulett, Executive Vice President, Business Coaching & Consulting—Advisor Group discusses strategies on aligning the right COIs for a practice.

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CAREERS

The Win-Win of Allyship

Fighting to increase the number of women in finance is not only the morally just thing to do, but a $25 billion opportunity.

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HIGH NET WORTH

Ranking 12 Biden Tax Measures by Likelihood of Passing

President Joe Biden is planning what would amount to the biggest set of tax increases since 1993 to help pay for infrastructure, clean- energy and social initiatives as part of his longer-term follow-up to the $1.9 trillion pandemic-relief package.

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SPONSORED CONTENT

The Top 5 Lead Generation Ideas For Financial Advisors

The lead generation techniques covered in this tip sheet will give you the inspiration and insights you need to be the answer when clients are searching for an advisor online.

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