WealthManagment.com Daily Memo
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| RETIREMENT PLANNING | | | | | | WealthManagement.com Staff | | The South and Midwest dominate the top of the rankings. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Recruited away from Morgan Stanley, Los Angeles-based The Francis Group is the latest team to join LPL’s SWS division, the IBD’s premium affiliation model that went live in April 2020. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by CBIZ Marks Paneth | | Consider taking advantage of current higher exclusions of gifting. LEARN MORE |
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| RIA ROUNDUP | | | | Ali Hibbs | | Dakota Wealth, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty Financial Partners announced some executive changes. FULL ARTICLE |
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| WMTV ON LOCATION | | | | Sponsored by United Planners Financial Services | | How are firms enabling the growth of the next generation of advisors and attracting them to the industry? WATCH NOW |
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