WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Ali Hibbs | | Advisor Group will merge its eight broker/dealers onto one platform, under a new name, in an effort to reduce complexity, streamline around business channels and unlock the benefits of its size and scale. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Cantella recently shuttered its 65-year-old broker/dealer; its 105 advisors, and some $5 billion in assets, have moved to Cambridge. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with BNY Mellon | Pershing | | With talent in short supply, how are advisory firms attracting the staff needed to grow? The latest Wealth Management IQ research reveals how firm leaders are addressing the strategic challenge. DOWNLOAD THE REPORT |
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| RIA NEWS | | | | Ali Hibbs | | Seven Mile Advisory, based in New York City, has left Mariner Platform Solutions for tru Independence. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| SPONSORED WEBINAR | | | | Sponsored by fpPathfinder | | Join us for a webinar on May 17th to learn how to apply Carl Richards’ 17-point audit principles to create your own customized process. You’ll gain valuable insight and a template (developed with fpPathfinder) on how to deliver unique value and establish an effective work-life balance. REGISTER NOW |
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