Morning Memo
 
Wealth Management Morning Memo

JANUARY 18, 2022

CLIENT RELATIONS

Financial Planning in the Era of the Great Resignation

More than ever, financial advisors will deal with psychological and spiritual issues.

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PEOPLE

When a Client Joins the Firm

Luke Barbalich was a client of Biondo Investment Advisors for 20 years. Now, he’ll sit on the other side of the table as an advisor at the $800 million RIA.

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SPONSORED CONTENT

Customization, Tax Management and SMAs

Explore a personalized investment solution for your clients.

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CAREERS

What Makes a Successful Advisor Transition

Preparation and communication are key to streamline and fast-track transitions.

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TECHNOLOGY

Gemini Buys Wealth Management-Focused BITRIA

Even while it remains partnered with Onramp Invest and Eaglebrook Advisors, Gemini is buying it's own wealth management-focused crypto platform, BITRIA.

FULL ARTICLE