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How to have more impactful ESG conversations with clients

How to have more impactful ESG conversations with clients
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Wealth Management Deals of the Week


A succinct roundup of the major M&A announcements for the first week of February.
January was another record deal for mergers and acquisitions, according to DeVoe & Company’s RIA Deal Book Alert for January. There were 29 total transactions, nearly double January 2020’s figures.
Below are more deals along with firm-to-firm advisor moves announced for this week:
Tiger Blackwell Joins LPL Financial from Stifel, Nicolaus & Company
Tiger Blackwell, founder of Blackwell Money Management in Baton Rouge, La., managed approximately $100 million at Stifel before moving to LPL’s newly launched independent employee model.
J.P. Morgan Loses Executive Director Dixon Hayes to Simon Quick Advisors ....

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