WealthManagment.com Daily Memo
Wealth Management Daily Memo

FEBRUARY 19, 2020

TRANSPARENCY WITH DIANA B.

A Top Advisor’s Immigrant Story

Advisor Laila Pence went from living in a mansion in Egypt to selling hot dogs on the Staten Island Ferry. Listen to her story of overcoming adversity to managing a $1.5 billion advisory firm.

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TECHNOLOGY

Live from T3 – Tuesday’s Hot Takes

A consultant’s on-the-ground roundup of the biggest announcements and takeaways from the advisor technology conference.

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Tax Planning Strategies for 2020

5 Retirement planning strategies to consider now for 2020.

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PEOPLE

Whealthcare Planning Names Kevin Ruth Interim CEO

Meanwhile, Dr. Carolyn McClanahan sold the last shares of the "aging planning" software firm she helped found.

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