Wealth Management Morning Memo

MAY 26, 2022

INDUSTRY

LPL Begins to Onboard CUNA Mutual’s Wealth Management Business

Diana Britton

LPL onboarded $11 billion of CUNA's client assets on May 21, with the remaining $21 billion expected over the next several months. It is one of LPL's largest clients.

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TECHNOLOGY

Turning That 'Like' Into a Conversation Starter Can Grow Your AUM

Davis Janowski

This is one of three major takeaways Hearsay Systems found in its fifth Social Selling Content Study

SPONSORED CONTENT

A More Direct and Personal Way to Gain Index Exposure

Sponsored by Goldman Sachs Asset Management

Investors today want choices, not a one-size-fits all strategy.

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THE HEALTHY ADVISOR PODCAST

Getting Financially Sober With Matthew Grishman

Diana Britton

How advisor Matthew Grishman got his money addiction under control and what he’s doing today to help others do the same.

Sponsored by United Planners Financial Services

REAL ESTATE

Ten Economists Offer Their Advice for CRE Investors

Jenn Elliot

How have rising interest rates, inflation and geopolitical uncertainty changed the outlook for U.S. commercial real estate investors?

FASTCHAT VIDEO

Structured Notes and What Advisors Should Know

Sponsored by CAIS

Structured notes can be highly customized investments that can be tailored to reflect a view of the market, a sector or as an overall compliment to a portfolio.

WMTV on the Road

JOLT! 2022

Emily Binder on the Power of an Advisor's Voice—Literally

WealthManagement.com Staff

Diving into the audio marketing strategy for advisors.

JOLT! 2022

Francesca McLin on Making Emotional Connections in Advisor Marketing

WealthManagement.com Staff

Connecting with a financial advisor audience.

SPONSORED WEBINAR

The Rise of Tax Automation in a Post-Pandemic World

Sponsored by Wolters Kluwer

In this CPE-accredited, live webinar session - on Thurs. June 9th - will look at some of the top emerging concepts in tax automation on the horizon.