WealthManagement.com Daily Memo
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| COLUMN | | | | | | Davis Janowski | | Powerful cloud-based analytics from Snowflake and Amazon Web Services' Redshift will empower advisors, according to our tech columnist. FULL ARTICLE |
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| PROSPECTING | | | | Diana Britton | | The most promising growth opportunities are not outside the doors of an advisory firm, but inside, said industry executives, speaking at Riskalyze’s Fearless Investing Summit this week. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by United Planners Financial Services | | Every advisor knows that a succession plan is a must-have, yet most advisors don’t have one. This step-by-step guide will lead you through the planning process. LEARN MORE |
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| INDUSTRY | | | | WealthManagement.com Staff | | The acquisition of the financial services publisher increases VettaFi’s reach by as much as 300%, says CMO Jon Fee. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue. WATCH NOW |
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| WMIQ RESEARCH | | | | Strategic Partner Thrivent Advisor Network | | Survey respondents continue to be optimistic about the changing value of their firms over the last 12 months, sentiment is slightly less bullish than it was earlier in the year. DOWNLOAD NOW |
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| SPONSORED WEBINAR | | | | Sponsored by iShares by BlackRock | | Don’t miss this important webinar on November 2nd as we explore the tax landscape for the remainder of the year and for 2023 – and analyze the major tax-related considerations clients can take to strength their portfolios. REGISTER NOW |
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