JLS Sales Academy

09/09/2026

Envestnet to Acquire Wealthtech Provider Vestmark https://www.wealthmanagement.com/advisor-support-platforms/envestnet-acquires-vestmark-in-wealth-tech-deal?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Envestnet's acquisition of Vestmark brings institutional trading capabilities to the wealthtech firm.

09/09/2026

RIA Edge Podcast: Building an Integrated Wealth Management Firm with Mike LaMena https://www.wealthmanagement.com/ria-edge/ria-edge-podcast-building-an-integrated-wealth-management-firm-with-mike-lamena?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Wealthspire's Mike LaMena discusses cross-solving, M&A strategy and expanding services across private wealth and family offices

09/09/2026

Agents from across America go to JLS Sales Academy to build a multi-six figure income, bust industry myths, implement a cross-selling system, and more. Discover the details of what they are learning! Ph:1-833-481-1239 https://www.jlssa.com

09/09/2026

Merrill Lynch Poaches Morgan Stanley, Truist, Wells Advisors with Combined $1.8B https://www.wealthmanagement.com/wirehouse-news/merrill-poaches-1-2b-team-from-morgan-stanley-in-virginia?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Bank of America’s Merrill Lynch announced the addition of an advisor team from Morgan Stanley and solo advisors from Truist and Wells Fargo.

09/08/2026

The T&E Inner Circle | Planning With Embryos https://www.wealthmanagement.com/estate-planning/the-t-e-inner-circle-planning-with-embryos?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Planning With Embryos

09/08/2026

Q&A: REITs Posted Strong Q2 Fundamentals https://www.wealthmanagement.com/alternative-investments/q-a-reits-posted-strong-q2-fundamentals?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Public REITs delivered 12.4% FFO growth in Q2 while maintaining solid balance sheets and outperforming broader equity markets

09/08/2026

Schwab Imposes Stricter Limits on Tax-Aware Long-Short Accounts https://www.wealthmanagement.com/smas/schwab-imposes-stricter-limits-on-tax-aware-long-short-accounts?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Schwab now requires $10 million in assets for tax-aware long-short accounts, up from $1 million, amid growth concerns

09/08/2026

Meet Millennials -

As the first generation to grow up with the Internet, Millennials have also been described as the first global generation. The generation is generally marked by elevated usage of and familiarity with the Internet, mobile devices, and social media. The term "digital natives", which is now also applied to successive generations, was originally coined to describe this generation.

Tune in to The Boomer Effect Podcast for insightful discussions on this generations and others! https://www.theboomereffect.com/

09/08/2026

$1.2B Legacy Edge Names Ex-Citizens Wealth Head as CEO https://www.wealthmanagement.com/ria-news/legacy-edge-advisors-names-christopher-weyrauch-as-first-ever-ceo?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

One of the founders of Legacy Edge Advisors, Scott Israel, said the firm had reached a scale where it needed a CEO to oversee growth and capital needs.

09/07/2026

The Diamond Podcast for Financial Advisors: Making the Leap from Northwestern Mutual to a $20B Enterprise https://www.wealthmanagement.com/growth-strategies/the-diamond-podcast-for-financial-advisors-making-the-leap-from-northwestern-mutual-to-a-20b-enterprise?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Andy Schwartz and Kevin Spahn share how they grew OnePoint BFG from $3B to $18B through trust and strategic decisions