WealthManagement.com Daily Memo
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| RPA EDGE | | | | | | Fred Barstein | | The contributions from members of this group resulted in something new and impactful, good or bad, and they are still active in the same or similar role where they continue to have the opportunity to affect the industry. FULL ARTICLE |
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | With the recent passing of Queen Elizabeth II, it’s an opportune time to ask: What can planners learn from such an impossibly rigid, yet simultaneously extremely transparent ‘plan’? LISTEN NOW |
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| WHITE PAPER | | | | Sponsored by Orion | | Turn unified technology into a powerful recruitment and retention tool. LEARN MORE |
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| REAL ESTATE | | | | Beth Mattson-Teig | | Disruption to the broader real estate investment sales market has taken its toll on the DST sector. FULL ARTICLE |
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| CLIENT RELATIONS | | | | Reese Harper | | Much like with clients' physical health, providing ongoing and preventative care to their finances helps improve their lives. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Kestra Private Wealth Services | | Join this webinar on Feb. 28th as our presenters talk through key factors that improve your chances in expanding your firm with as little disruption as possible and offer first-hand knowledge on what you can expect when your company is ready to expand its footprint. REGISTER NOW |
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