WealthManagment.com Daily Memo
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| PEOPLE | | | | | | Diana Britton | | Mary Ann Bartels spent more than two decades at Merrill Lynch, where she created research that advisors and clients used to make investment and portfolio decisions. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | Meant to minimize shortfall risk, the system has been in development for almost a decade. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | Prepare your clients for the next phase of their life. LEARN MORE |
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| RIA NEWS | | | | WealthManagement.com Staff | | HUB International acquired Direct Advisors, a $600 million retirement plan consultant and third-party administrator in Latham, N.Y. FULL ARTICLE |
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| CLIENT RELATIONS | | | | Stephen Boswell | | If you’re looking to make friends in your business, get tactical. FULL ARTICLE |
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| WMIQ RESEARCH | | | | Sponsored by Flexshares Exchange Traded Funds | | About half of all respondents to the new Race to Scalability 2022 Study who outsource report increasing their overall use of third-party providers over the past three years. VIEW THE REPORT |
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