JLS Sales Academy

08/24/2026

Transfers of Fund Interests https://www.wealthmanagement.com/estate-planning/transfers-of-fund-interests?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Beware of three common misconceptions.

08/24/2026

Why Today's Private Credit Headlines Miss the Bigger Story https://www.wealthmanagement.com/alternative-investments/manager-selection-separates-winners-from-losers?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Inexperienced firms struggle as conditions tighten while seasoned managers with conservative structures navigate challenges better

08/24/2026

Deals & Moves: NewEdge Adds AllianceBernstein Team to Lead New Houston Office https://www.wealthmanagement.com/ria-news/deals-moves-newedge-adds-alliancebernstein-team-to-lead-new-houston-office?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Also, $800M Steven Capital acquires a CPA firm; Wealth Enhancement acquires two firms; and Maridea and Janney expand in Chicago.

08/24/2026

JLS Sales Academy Assesments - Validated. Reliable. Compliant. A Scienntific Solution for Professionals, with independent validation meeting APA, EEOC, AERA, and NCME standards. Go to the JLS Academy website for details. Ph:1-833-481-1239 https://www.jlssa.com

08/24/2026

Q&A: AE Wealth's President on Building the Advisor Experience Layer https://www.wealthmanagement.com/ria-news/ae-wealth-management-eyes-250-billion-by-2035?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Shannon Larson outlines growth strategy including tech upgrades, securities-based lending and alternatives for advisors at the RIA

08/23/2026

Trust Administration as a Developmental System https://www.wealthmanagement.com/estate-planning/trust-administration-as-a-developmental-system?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Beneficiary engagement and self-determination theory.

08/23/2026

Incomplete Gift Non-Grantor Trust Traps And the Disappearing Adverse Party https://www.wealthmanagement.com/estate-planning/incomplete-gift-non-grantor-trust-traps-and-the-disappearing-adverse-party?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Does the arrangement provide real economic interests and governance limits?

08/23/2026

Alternatives to Revocable Trusts https://www.wealthmanagement.com/estate-planning/alternatives-to-revocable-trusts?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

TOD and POD designations may be better planning solutions

08/23/2026

"Self Education" Can Eliminate The Wasted Time Of Learning By Trial & Error. Learn More About the JLS Sales Academy Self Education Today! Ph:1-833-481-1239 https://www.jlssa.com

08/23/2026

Planning With Divorce in Mind https://www.wealthmanagement.com/estate-planning/planning-with-divorce-in-mind?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Drafting for flexibility is key.