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| INDUSTRY | | | | | | Patrick Donachie | | Merrill Lynch Wealth Management President Andy Sieg said we are in a "bull market for advice." Meanwhile, in its quarterly earnings, Wells Fargo reported a slight dip in its headcount over 2021. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | Principal Asset Management collabs with YieldX and Smartleaf, Modern Life partners with Pacific Life, Advisor360 absorbs Agreement Express and a new hire at Carefull. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Broadridge | | Join this webinar on Jan. 19th for an explanation of the key changes in the DOL’s ESG ruling, as well as a summary of how the states and the industry are reacting to the regulation. REGISTER NOW |
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| HIGH NET WORTH | | | | Jacob Stein | | Will the lenders come to collect? Yes, they almost certainly will. FULL ARTICLE |
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| TECHNOLOGY | | | | Claire Ballentine | | A viral video shows the most aesthetically pleasing way to prepare your taxes. Here are some tips that will actually help. FULL ARTICLE |
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