WealthManagment.com Daily Memo
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| | | | | Diana Britton | | The firm sees an opportunity for RIAs to leverage its platform capabilities, technology and scale to accelerate growth, CEO Jamie Price says FULL ARTICLE |
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| RIA Channels | | | | Ali Hibbs | | Thomas Barr joins Steward Partners Global Advisory following transition to multi-custodial Raymond James platform. FULL ARTICLE |
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| EXCLUSIVE RESEARCH | | | | Sponsored by Allianz Life Insurance Company of North America | | The emotional and financial upheaval caused by the Covid pandemic and its aftermath, as well as the rising uncertainty caused by world events, have changed the way those entering and in retirement think about their post-work years. DOWNLOAD NOW |
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| Estate Planning | | | | Susan R. Lipp | | Georgia was one of the first states to adopt a version of this statute. FULL ARTICLE |
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| PODCAST | | | | Sponsored by United Planners Financial Services | | The president and founder of Xena Financial Planning in Seattle shares how a filing error caused her to lose over half her income, created stress over her future as a financial advisor and disrupted communication with close clients during the start of the pandemic. Despite it all, she persevered and started her own independent firm. LISTEN NOW |
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