WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Diana Britton | | One equity analyst said the acquisition of Atria transforms LPL into a “category killer” in the enterprise space. FULL ARTICLE |
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| ESTATE PLANNING | | | | Yaser Ali and Martin M. Shenkman | | Practitioners need to be aware of the tax consequences of Chief Counsel Memorandum 202352018. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by Integrated Partners and Nitrogen | | Join us on February 28, 2024, to debunk growth myths in advisory firms and gain actionable insights. REGISTER NOW |
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| INDUSTRY | | | | Sridhar Natarajan | | The cuts will affect less than 1% of employees in the wealth-management business, which has about 40,000 workers and is the firm’s largest unit. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussion on a potential federal auto-IRA program, cybersecurity risks, a possible pension comeback, the hunt for nextgen advisors and why DC fees have declined. WATCH NOW |
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| ETFS | | | | Katie Greifeld and Emily Graffeo | | Model portfolios continue to grow more popular among financial advisors. FULL ARTICLE |
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