WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | LPL is accused in a lawsuit of convincing three of the advisors at Lamkin Wealth Management and their clients to leave the firm, allegedly resulting in a $450 million AUM drop overnight. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Birmingham, Ala.-based Brian Pflaum evaluated his options when his broker/dealer, Lincoln Financial Advisors, decided to sell to Osaic. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by TradePMR | | Insights from industry leaders on the dynamic technology landscape of wealth management. DOWNLOAD NOW |
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| MUTUAL FUNDS | | | | Larry Swedroe | | Adding unique exposures is the most efficient and prudent way to reduce left tail risk. FULL ARTICLE |
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| MUST READS | | | | WealthManagement.com Staff | | Private equity funds are facing a massive backlog on exits, according to a new report from Bain & Co. Publicly listed REITs are trading at a 15% discount to their consensus NAVs, based on S&P Global Market Intelligence data. These are among the investment must reads we found this week for wealth advisors. READ NOW |
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| WEBINAR | | | | Sponsored by FactSet | | Join us March 28th to explore how generative AI drives advisor growth, from data capture to workflow automation, unveiling its transformative potential. REGISTER NOW |
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