WealthManagment.com Daily Memo
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PEOPLE | | | Patrick Donachie | The team joined Private Wealth Asset Management several weeks after two other advisors left Wells Fargo to head a new division at the RIA specializing in clients’ real estate and energy needs. FULL ARTICLE |
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ETFS | | Todd Rosenbluth | With $910 billion of net inflows into U.S.-listed ETFs in 2021, the industry’s record-breaking year will be hard to repeat in 2022. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by LPL Financial | Watch as Kimberly Sanders, SVP, Business Development - LPL Strategic Wealth Services and Mike Ashworth, Advisor, Ashworth Financial Group, discuss going independent and how LPL Strategic Wealth Services fully integrated program is designed to help you with every step of the move to independence. WATCH NOW |
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CELEBRITY ESTATES PODCAST | | David H. Lenok | David Lenok and Dr. Denise Federer discuss the impact of families not having those difficult conversations about their money and wealth. LISTEN NOW |
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INDUSTRY | | Bob Van Voris | The agreement would resolve claims over two security breaches that compromised personal information of 15 million current and former clients. FULL ARTICLE |
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