WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 11, 2021

INDUSTRY

LPL’s M&A Program Goes Live

The new service, out of its pilot stage, is now available to all LPL advisors and promises to shorten the time it takes them to complete acquisitions from six to nine months to 60 to 90 days.  

FULL ARTICLE

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PEOPLE

Former Janney Advisor Arrested for Embezzling $400,000 from Clients

Paul Pitsironis allegedly stole more than $400,000 from clients to pay casino gambling debts and credit card bills, according to U.S. Attorney's office.

FULL ARTICLE

SPONSORED CONTENT

HiddenLevers Passes COVID Stress Test

Focusing on volatility won’t prepare clients for the future.

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CAREERS

Three Ways to Instantly Improve Your Virtual Presentation Skills

Presenting digitally takes a different skill set than presenting in-person.

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MICHAEL KITCES' #FASUCCESS PODCAST

Dave Yeske's Policy-Based Approach to Financial Planning

Dave Yeske, co-founder of Yeske Buie, details the way he has blended together academic financial planning research with the practice of financial planning.

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SPONSORED CONTENT

From Support to Superglue

How bill pay activities add value to high-net-worth client relationships.

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EQUITIES

Stocks Are Outperforming Bonds by the Widest Margin Since 2013

The S&P 500 climbed more than 4% in the first 28 trading days of 2021, while long-dated Treasuries lost more than 5%, according to data compiled by Bespoke Investment Group.

FULL ARTICLE

ETFS

Booth’s Dimensional Makes $700 Million Splash in ETF Debut

DFA's three ETFs have absorbed about $337 million so far in 2021.

FULL ARTICLE

SPONSORED WEBINAR

Why Active in Fixed Income ETFs?

Join this lively conversaton on Feb. 24th at 2pm ET / 11am PT to hear about ETF business overview, views on current markets and areas of opportunity, how to think about investing in short-duration, securitized and CLO markets, and more.

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