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AUGUST 11, 2023

CAREERS

Nine Book Recommendations From Advisors to Get You to the End of Summer

John Kador

Non-fiction about happiness, purpose and the psychology of money, a thriller from David Baldacci and more.

FULL ARTICLE

RIA ROUNDUP

Corient Adds 3 US Firms, $13.7B, in 3 Months

Ali Hibbs

CI Financial revealed Corient’s latest additions during an earnings call this week, Dynamic Advisor Solutions added five new teams in the first half of the year, Integrated added a new Denver affiliate and WEG is staffing up for more growth.

FULL ARTICLE

WEBINAR

The 2023 RIA Edge Study: The Secrets to Unlocking Growth and Ongoing Success

Sponsored by MarshBerry

Join us on August 23rd to uncover growth secrets from the 2023 RIA Edge Study, revealing how select firms thrived after adapting to 2022 challenges, in partnership with Wealth Management IQ and MarshBerry Advisors.

WEALTHSTACK ROUNDUP

GeoWealth, Halo Investing Partnership Offers Structured Note Portfolios In UMAs

Rob Burgess

Also, Two Sigma’s Venn launches Report Lab with help from NewEdge Wealth and ForwardLane rolls out Emerge.

FULL ARTICLE

RETIREMENT PLANNING

Retirees Face $17,400 Cut to Social Security Benefits in 2033

Suzanne Woolley

A new analysis has calculated the potential reduction in payouts if politicians are unable to address the looming budget shortfall.

FULL ARTICLE

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