Wealth Management Morning Memo

JUNE 3, 2019

INDUSTRY

Will Wall Street Change the Independent RIA? 7 Industry Leaders Weigh In

WealthManagement.com Staff

Goldman Sachs recently announced its purchase of RIA United Capital. Will the deal change wealth management?

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TECHNOLOGY

Advisor Group Introduces Flexible Payment Tool

Samuel Steinberger

Called eQuipt FP, the financial planning system includes features that could compete with startup AdvicePay.

SPONSORED CONTENT

Future of Social Security in Question

Sponsored by Advicent

Accuracy in retirement planning more crucial than ever before.

INDUSTRY

Seasoned RIA Acquirers Spill Their Secrets

Samuel Steinberger

Executives at some of the biggest RIA consolidators, HighTower, Beacon Pointe Wealth Advisors and Mariner Wealth Advisors, share their insights.

SPONSORED CONTENT

Understanding the Differences in Women Investors

Sponsored by Fidelity Investments

Explore distinct preferences women have for working with advisors.

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The Daily Brief

PEOPLE

Facet Wealth Hires RIA Guru

Samuel Steinberger

The startup's latest hire is responsible for convincing RIAs to partner with Facet.

ADVISOR CHANNELS

$175 Million Team Breaks Away From UBS for Kestra

Diana Britton

Three Bridges Planning joins Kestra’s private wealth unit, which helps wirehouse advisors go independent.

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