WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JANUARY 11, 2022

INDUSTRY

Industry Consultants Launch First Diversity Certification for Financial Conferences

Choir hopes to set the standard for conference diversity, with the goal of raising the visibility of women, non-binary people and people of color on stage at industry events.

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TECHNOLOGY

Redtail Makes Text Messaging Available for Non-CRM Users

While some advisors are excited at the growing availability of texting support, not all are on board.

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ESG & Socially Responsible Investing Expected to Grow Within 5 years

Environmental impact is driving client interest and firm screening for SRIs

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REGULATION AND COMPLIANCE

New Law Firm Touts Compliance Aid for Middle-Market RIAs

RIA Lawyers, founded by Max Schatzow, Cary Kvitka and Ryan Walter, will work with advisory firms with assets under management between $100 million and $10 billion.

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RIA EDGE PODCAST

Merit’s Kay Lynn Mayhue on Building a National Wealth Management Firm

Merit Financial Advisors President Kay Lynn Mayhue provides a look under the hood at the firm's recent acquisitions and rapid growth.

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Advisors Deserve Wealth Management CRM

Improve advisor experience with wealth management CRM.

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