WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Industry leaders at the DeVoe & Co. M&A+ Succession Summit discuss the importance of seeing beyond valuations to successfully seal a deal and fuel inorganic growth. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | From personnel updates—Pontera gets a CMO—to a one-page plan from startup Elements, it was a busy week in advisor tech. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Hearsay Social | | Your guide to compliant and scalable texting. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue. WATCH NOW |
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| PEOPLE | | | | Nur Dayana Mustak | | JPMorgan plays to hire about 1,300 advisors in its wealth management division in the next three years. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Franklin Templeton | | Learn about the role that debt can play for US employees and their financial health. WATCH NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Thrivent Advisor Network | | Join us on Tuesday, Oct. 4th as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve. REGISTER NOW |
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