WealthManagment.com Daily Memo
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| | | | | Patrick Donachie | | The two states became the 32nd and 33rd in the county to pass laws based on the National Association of Insurance Commissioners’ 2020 model. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Affiliated Advisors | | Join us on Mar. 8th to learn from industry experts experienced in advisor transitions, along with advisors who have recently made a change, to learn the top strategies for success, including actionable advice for how to find a broker-dealer that can help you grow. REGISTER NOW |
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| | | Ali Hibbs | | Savant announced the largest acquisition in its history this week, while Snowden Lane established a 13th office, Sanctuary added a team from Merrill Lynch, DayMark added a team from Wells Fargo, Focus facilitated two tuck-ins, and Mariner, EP Wealth and Exencial all added firms with hundreds of millions in AUM. FULL ARTICLE |
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| Industry | | | | Craig Torres and Kate Davidson (Bloomberg) | | Federal Reserve officials said the inflation in the US is resulting from a complex set of unprecedented conditions, and that it may take time to decelerate. FULL ARTICLE |
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| Podcasts | | | | Shannon Rosic | | The chief brand officer of Elements discusses how they provides advisors a way to capture vital client data to present a holistic picture of their financial life. FULL ARTICLE |
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