WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | The survey from Herbers & Company found that individuals with assets exceeding $1.2 million and benefitting from the services of an advisor displayed far more satisfaction than those that did not. FULL ARTICLE |
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| TECHNOLOGY | | | | Diana Britton | | Dynasty will deploy The SmartRIA Pro platform across its network firms, while MarketCounsel will use a customized edition of the platform with its RIA clients. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Hartford Funds | | Get more focused to grow your practice using this simple system. GET FOCUSED |
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| INDUSTRY | | | | Patrick Donachie | | The advisors will be based in the Miami location for the division of Raymond James. The company has added 18 total advisors to that office just this year, with total client assets of $3.3 billion. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Ed McCarthy | | Industry leaders provide their thoughts on the most important developments of the year for plan advisors. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by AssetMark | | Learn the factors to consider and how to make the shift now. DOWNLOAD NOW |
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| CELEBRITY ESTATES PODCAST | |
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| MacKenzie Scott and the Future of Giving | |
| David H. Lenok | |
MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint.
Sponsored by Parametric
LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Advisor Group | | Join our team of coaching and succession experts on Dec. 9th, as they share proven tips to enhance your business goals in 2022. REGISTER NOW |
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