Wealth Management Morning Memo

MAY 2, 2022

INDUSTRY

Prospera Launches In-House Succession Planning Program

Diana Britton

The Advisor Practice Exchange Program (APEX), now available to the firm’s 165 advisors, will match buyers and sellers both inside and outside the Prospera network.

ADVISOR INNOVATIONS PODCAST

Carter Gibson on Planning for the Future of Your Firm

David Armstrong

LPL's head of advisor M&A discusses what is driving the recent frenzy in mergers and acquisitions, what to look for in buyers or merger partners, and the best post-transaction practices to ensure a successful integration.

Sponsored by LPL Financial

SPONSORED CONTENT

Re-Evaluating Work and Retirement

Sponsored by Franklin Templeton

See what US workers think about their jobs, retirement, and financial independence.

FIXED INCOME

Rasputin’s Ghost, Inflation and a Bear Market in Bonds

George Lucaci

There is no end in sight to the emerging duel between the West and Russia and the long-term bear market in bonds.

BUSINESS PLANNING

Lead with a Steady Vision in Unsteady Times

Rick Dennen

How can leaders continue a steady business vision in what feels like unsteady times? Contingency planning is key.

SPONSORED WEBINAR

Finding Consistency and Stability in the current Global Environment

Sponsored by Schafer Cullen Capital Management

During this webinar on Tues. May 3rd, our presenters will discuss Schafer Cullen's core investment philosophy of investing with a price discipline, and why we believe investors could benefit from that approach.