WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Diana Britton | | White, who oversaw the transformation of LPL Financial's tech stack, will not retire from the industry, as announced in August. Instead, he's joined Carson Group as chief strategy officer and will also sit on the firm's executive board. FULL ARTICLE |
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| PEOPLE | | | | Ben Bain | | Autumn Jordan and Manuel F. Pinazo, who previously worked at Merrill Lynch Wealth Management, were among those who applied for assistance under one of the government’s COVID-19 relief programs "based on false and fraudulent representations and used the funds for unauthorized personal expenses," according to the Federal Reserve. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Commonwealth Financial Network | | Growth-oriented areas of the market have been selling off, and value seems to be back in favor – is this the great rotation of value that some investors have been calling for? Watch as David Armstrong and Commonwealth Financial’s Peter Essele consider the implications WATCH NOW |
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| PROSPECTING | | | | Matt Oechsli | | Four key components useful in any form of human interaction. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Bloomberg Opinion Editors | | People are naturally bad at it, and decades of misguided policy add to the challenge. A nudge in the right direction can help. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by LPL Financial | | Discover the custodian-comparison tool, designed to ensure you’re finding the right custodian for your RIA. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Protective Life | | Join this timely webinar on Wed. April 13th, for a better understanding of how taxes can impact your clients' retirement plans, considerations for navigating changes in tax legislation, and how may be able to help your clients improve the tax efficiency of their portfolios. REGISTER NOW |
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