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WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 11, 2024

TECHNOLOGY

LPL Attracts $410M Hollywood-Based Firm From Osaic

But Osaic acquired a Buffalo-based independent wealth manager with $180 million in managed client assets.

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RPA

How the Hightower Acquisition of NEPC Could Disrupt the Wealth and Retirement Industries

Exclusive interview with Hightower CEO Bob Oros and NEPC’s Managing Partner Mike Manning.

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SPONSORED CONTENT
The BEAT: Top Ideas on Today's Markets

Sponsored by Eaton Vance

Keep the investment info you need close at hand.
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INSURANCE

The No-Sunset Life Insurance Paradigm Shift May Now Be Underway

Agents need to get clients’ advisors involved. Here’s how.

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PRACTICE MANAGEMENT

A Guide for Building a Strong Mentorship Program

A mentorship program provides opportunities for employees to build strong relationships, learn from each other, and grow in their personal development.

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WEBINAR
Warm Wins: How to Find More Warm Leads with AI-Powered Prospecting

Sponsored by Aidentified

Discover a new era of prospecting with AI-powered tools that help you find thousands of warm leads—no more cold calling required.
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CLIENT RELATIONS

The Ideal Welcome Email Sequence

A three-step process that delivers enough value without being over-the-top.

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