Morning Memo
 
Wealth Management Morning Memo

JUNE 15, 2022

COLLEGE PLANNING

Student Loan Borrowers Given a 'Fresh Start'

Under a new government program, any borrowers who were in default or delinquent before the loan-payment moratorium will emerge from it with a clean slate.

FULL ARTICLE

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RIA NEWS

Mariner Wealth Advisors Acquires $1B AUM Corbenic Partners

The advisor team with franchisee and multi-generational experience will become Mariner’s sixth Pennsylvania office.

FULL ARTICLE

SPONSORED WEBINAR

Is an Inflation Supercycle Coming? Consider Value Equities

Join this webinar on June 28th, as we explore inflation supercycle, quantitative easing, and operation stability: a critical success factor for companies operating in this new environment.

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ADVISOR INNOVATIONS PODCAST

Robert Sofia on Bringing Digital Marketing to Advisors

The founder of Snappy Kraken discusses how technology has changed everything about how prospective clients see advisors, even if they don’t use any digital marketing platforms themselves.

Sponsored by LPL Financial

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PHILANTHROPY

Opinion: Let’s Get Real About Charitable Intentions

It’s all about reducing taxes and taking care of family.  

FULL ARTICLE