JLS Sales Academy

10/10/2026

WealthStack Roundup: Retirement Income Planning Tech Gains New Urgency https://www.wealthmanagement.com/advisor-support-platforms/retirement-income-planning-tech-gains-new-urgency?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Nearly 40% of investors want detailed retirement plans, pushing advisors toward specialized distribution-phase technology

10/10/2026

Equity Compensation's Missing Layer: Guidance https://www.wealthmanagement.com/financial-planning/equity-compensation-s-missing-layer-guidance?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Companies must help employees understand equity awards and make informed decisions about their compensation and wealth

10/10/2026

When a Family Has Several Advisors https://www.wealthmanagement.com/high-net-worth/when-a-family-has-several-advisors-but-no-one-sees-the-whole-picture?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Someone needs to own the whole picture.

10/10/2026

Did you know?

A generation gap or generational gap is a difference of opinions and outlooks between one generation and another. These differences may relate to beliefs, politics, language, work, demographics and values.

Join us on The Boomer Effect Podcast as we build bridges between generations, fostering meaningful connections through understanding and respect. https://www.theboomereffect.com/

10/10/2026

RIA Edge 100: Pathstone's Unusual Growth Engine Includes Skiing, Fly Fishing Trips https://www.wealthmanagement.com/ria-edge/ria-edge-100-pathstone-s-unusual-growth-engine-includes-skiing-fly-fishing-trips?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

CEO Matthew Fleissig attributes Pathstone’s growth to unconventional moves, including widespread employee ownership and backcountry ski trips with clients.

10/09/2026

Advisor Sentiment Index: Market Optimism Slides Downward https://www.wealthmanagement.com/ria-edge/advisor-sentiment-index-advisor-market-optimism-slides-downward?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Even as most financial advisors remain optimistic in the prospects for the economy and the stock market, a growing minority sees some clouds ahead.

10/09/2026

Deals & Moves: The Mather Group, AlphaCore Snag $400M RIAs https://www.wealthmanagement.com/ria-news/deals-moves-the-mather-group-alphacore-snag-400m-rias?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

In addition, Summit Wealth Group continues to expand with a firm in Tennessee, and $6B BakerAvenue sells a stake to Constellation.

10/09/2026

Wealthtech Vendors Scramble as Orion Introduces Data Access Fees https://www.wealthmanagement.com/advisor-support-platforms/wealthtech-vendors-scramble-as-orion-introduces-data-access-fees?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Orion Advisor Solutions introduces monthly fees for vendor partners, sparking debate over AI infrastructure costs

10/09/2026

With Smith's experience and leadership combined with the valuable skills of its coaches from different insurance expertise and fields, JLS Sales Academy guarantees its agents the opportunity to bring in a 7-figure income. Interested in learning more? Ph:1-833-481-1239 https://www.jlssa.com

10/09/2026

People Moves: Cresset Hires Blackstone Alum Joe Zidle Chief Market Strategist https://www.wealthmanagement.com/career-moves/people-moves-cresset-appoints-blackstone-alum-joe-zidle-chief-market-strategist?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

In other moves, custody and clearing firm Innovayte and RIA Arax name new COOs, and Mesirow hires an investment expert from Morningstar.