WealthManagment.com Daily Memo
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| HIGH NET WORTH | | | | | | Megan Eisenhard | | With NIL deals becoming more and more prevalent, student-athletes need trusted guidance on what the opportunities are and ultimately what to do based on their unique situations. FULL ARTICLE |
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| RIA ROUNDUP | | | | Ali Hibbs | | NFP grew its wealth and retirement business in Utah, R&R left Avantax for Commonwealth, tru Independence launched its 4th firm of 2023 and Johnson Financial, LPL and Kestra all made announcements this week. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with USCF, Teucrium, CNIC Funds, Caliber, Forum and AcreTrader | | According to the latest WealthManagement IQ research, the disappointing performance of equity and fixed-income investments in 2022 only served to heighten advisors’ interest in alts. LEARN MORE |
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| WEALTHSTACK ROUNDUP | | | | Rob Burgess | | Also, DPL Financial Partners acquired AnnuityFix and SMArtX Advisory Solutions will launch SMArtY platform with Russell Investments’ model portfolios. FULL ARTICLE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | Cannabis ETFs were among those posting the worst returns over the last three years. FULL ARTICLE |
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