WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others. FULL ARTICLE |
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| ESTATE PLANNING | | | | Karen L. Witherell | | Considerations to take into account when establishing trusts in jurisdictions other than the one in which the client lives. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | Strategic Partnership with FMG | | The latest Wealth Management IQ establishes benchmarks for which channels and practices firms are currently using to market themselves to potential clients. DOWNLOAD THE REPORT |
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| BUSINESS PLANNING | | | | Gino DeRango | | Focus on monitoring the most important metrics, including these 4 KPIs. FULL ARTICLE |
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| INDUSTRY | | | | Vildana Hajric and Olga Kharif | | The company run by Barry Silbert is dealing with changes and challenges within some of its biggest subsidiaries following the sudden collapse of FTX. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with BILL, SS&C Black Diamond, & TIFIN Wealth | | How wealth managers are using technology. DOWNLOAD THE REPORT |
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