WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | In the latest RIA Deal Book, DeVoe & Company sees resiliency in mergers and acquisitions activity. FULL ARTICLE |
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| INDUSTRY | | | | WealthManagement.com Staff | | Title protection, which is supported by 78% of FPA members, would create minimum standards for the use of the term "financial planner." FULL ARTICLE |
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| EXCLUSIVE RESEARCH | | | | Sponsored by Allianz Life Insurance Company of North America | | The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years. DOWNLOAD NOW |
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| RIA NEWS | | | | Ali Hibbs | | AI-enabled digital assistant and educational platform provider CogniCor announces partnership with Sequoia Financial Group through Schwab's Managed Account Marketplace. FULL ARTICLE |
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| NEXT Podcast | | | | Mark Bruno | The founder and CEO of FP Alpha details how technology is shaping financial advice.
Sponsored by BNY Mellon | Pershing
FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Protective Life | | Advisors who can help create tax-efficient withdrawal strategies for their clients can offer tangible value in a critical area. WATCH NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Helios Quantitative Research | | Join this webinar on July 28th to hear the Helios team discuss the quantitative data behind how bond valuations, duration, and yield come together in a surprising way that provides clear expectations. REGISTER NOW |
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