WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | WealthManagement.com Staff | | Securian’s retail wealth business, including some $72.2 billion is assets across more than 30 independent firms and 1,000 financial professionals, will become a “distinct community” within Cetera Advisor Networks FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | The CFP Board Center for Financial Planning will concentrate on pro bono and research work, while the CFP Board of Standards will focus on certifying advisors. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | Strategic Partnership with BNY Mellon | Pershing | | The keys to driving growth and success for wealth management firms in 2023 and beyond. DOWNLOAD THE REPORT |
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| INDUSTRY | | | | Diana Britton | | The broker/dealer business is starting to embrace different models and affiliation options. FULL ARTICLE |
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| PHILANTHROPY | | | | Anna Sulkin | | Grants to charity increased in 2022 to more than $4.7 billion. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Wells Fargo Advisors | | Listen as Timothy Adams, Branch Manager of The Princeton Group - Wells Fargo discusses independence working both on your business and in your business. WATCH NOW |
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| THE HEALTHY ADVISOR PODCAST | |
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| The Art of Mindfulness With Mary Martin | |
| Diana Britton | |
Mindfulness educator Mary Martin on how advisors can take care of their own wellbeing through personal considerations and building connections with others.
Sponsored by Allianz Life Insurance Company of North America
LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by TIFIN | | Join this webinar on Jan. 31st for a discussion on the evolution of sustainable investing and how the ever changing social, environmental and political landscapes shape these strategies. REGISTER NOW |
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