WealthManagment.com Daily Memo
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| HIGH NET WORTH | | | | | | Randy A. Fox | | Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second largest charitable gift? FULL ARTICLE |
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| INDUSTRY | | | | Patrick Donachie | | Richard DeYoung and Jessica Boehm are forming Highland Wealth Partners with LPL's Strategic Wealth Services. It’s the latest of several teams the independent broker/dealer has recruited away from Wells Fargo in recent months. FULL ARTICLE |
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| EXCLUSIVE RESEARCH | | | | Sponsored by Salesforce | | Wealth management firms are focused on increased productivity and experience in 2022 – and they’re relying on technology to get them there. DOWNLOAD THE REPORT |
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| TECHNOLOGY | | | | Samuel Steinberger | | Morningstar and Luma Financial Technologies are partnering to provide structured notes data and analytics. FULL ARTICLE |
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| INDUSTRY | | | | Andrea Longton | | GenderSmart recently created an investor toolkit that applies an impact lens of justice, equity, diversity and inclusion (JEDI). FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Bill.com | | Join us on Tuesday, Mar. 8th to hear real world examples from top wealth management and family office firms. They will provide actionable takeaways for how you can future-proof your business, expand your service offering while maintaining profitability. REGISTER NOW |
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