Big moves
Next-gen RIA platform Sanctuary Wealth has inked a contract with Wealthbox, a leading CRM provider for financial advisors. From now on, a top-class enterprise CRM will streamline the work of the partner advisor network in 28 states.
Sanctuary Wealth expanded its advisor network last year with four billion-dollar partner firms, including Wells Fargo. Last July, Kennedy Lewis Investment Management flowed in a $175 million investment to fuel the firm’s growth.
Read more here.
England-based Telford Mann Group, the financial planning and discretionary investment service provider, has agreed to an acquisition offer from Titan Wealth, a UK fund, wealth, and asset management firm. The deal will open a new set of services for Titan Wealth clients: custody strategy and inclusive and integrated investment, and strengthen the company’s presence in the UK.
Read more here.
Next read: How to Budget in 2023: 9 Tips for Your Business
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Bird’s eye survey
Good news for wealthy Americans: after a fortune-biting year, a jump in the lifetime estate-and-gift tax exemption will allow them to allocate to their heirs almost $2 million more than in 2022. However, the opportunity won’t last too long. One more thing to keep advisors busy.
Read more here.
Meanwhile, the last year’s financial concerns slip into 2023 for Canadian adults. The largest of them all is inflation, named such by 65% of the CIBC survey respondents.
Read more here.
What financial New Year resolutions might clients have made for 2023? Bryce Sanders from Financial Advisor has come up will ten that can apply to various financial advisors’ clients.
Read more here.
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