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Wealth Management Morning Memo

NOVEMBER 10, 2022

Tech-Enabled RIA Savvy Wealth Raises $11M From Venture Capitalists

Diana Britton

It represents one recent example of venture capital’s bet on the human side of wealth management.

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RIA Channels

Bluespring Adds $500M Firm from Sister Platform Kestra

Ali Hibbs

Mississippi-based WealthPartners sought the sale to support growth and education after 12 years on the Kestra Financial platform.

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WHITE PAPER

The Benefits of Portfolio Income Insurance

Sponsored by RetireOne

Contingent Deferred Annuity protects client spending in retirement.

Practice Management

Job Descriptions Aren’t Just For the Hiring Process

Matt Sonnen

They can lay out functional responsibilities and expectations for everyone in an organization.

Industry

Goldman Names About 80 New Partners

Sridhar Natarajan (Bloomberg)

It will be the biggest class under David Solomon and the most diverse in the firm's history.

WHITE PAPER

How to Command the Best Purchase Price for Your Business

Sponsored by Commonwealth Financial Network

Create a practice that’s bought, not sold.

401(K) TV

401(k) Real Talk Episode 41: November 9, 2022

Fred Barstein

RPA Edge's Fred Barstein reviews all of last week’s industry news and selects the five most important/interesting stories.

Insurance

The No-Sunset Life Insurance Paradigm Shift Could be Accelerating

Charles L. Ratner

And client needs for advice will expand accordingly.

Philanthropy

Tax Court Denies Charitable Deduction for Donation of Sculpture

Melissa A. Passman and Alexis S. Gettier

Taxpayer, who was an art expert, didn’t meet substantiation requirements.

Ten to Watch

PEOPLE

Ten to Watch in 2023: Laxmi Ramanath

Rob Burgess

Laxmi Ramanath is founder and CEO at La Meer Inc.

PEOPLE

Ten to Watch in 2023: Lacey Shrum

Davis Janowski

Lacey Shrum is founder and CEO at Smart Kx

SPONSORED WEBINAR

Did Value Really Stop Working? Looking at Equities Through a Clean Lens

Sponsored by Distillate Capital

Attend this webinar on November 11th and you will learn the legacy of value investing and what it was and was not intended to be, the change in our Economy over the last several decades and how GAAP rules are mandated to recognize (or miss) the creation of assets in today's world, and more.