WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Diana Britton | | Dorsey has a long history in the RIA custodian market, most recently as chief strategist at Altruist. He will lead the LPL team responsible for its bank, credit union and enterprise clients. FULL ARTICLE |
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| RPA EDGE | | | | Fred Barstein | | Retirement benefits are an increasingly a critical weapon in the ongoing war for talent. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Aladdin Wealth | | Past performance is no guarantee of future results. We’re all familiar with this phrase when helping clients understand investment returns. Ironically, this thinking doesn’t always translate into the portfolio construction process. Many advisors use historical returns-based analyses to inform their investment decisions, effectively anchoring those decisions in the past. LEARN MORE |
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| ESTATE PLANNING | | | | Robert T. Napier | | How to decide whether to create a Florida Community Property Trust (with an assist from The Bard). FULL ARTICLE |
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| CAREERS | | | | Paulina Cachero and Claire Ballentine | | Here’s how to apply for some of the most popular digital nomad visas around the world. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Thrivent Advisor Network | | Join us on Tuesday, Oct. 4th as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve. REGISTER NOW |
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