JLS Sales Academy

09/03/2026

FUSE: Risk-Adjusted Returns Top Priority for Advisors in Portfolio Construction https://www.wealthmanagement.com/investing-strategies/risk-adjusted-returns-top-priority-for-advisors?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

FUSE Research finds 45% of advisors prioritize risk-adjusted returns while model-driven strategies account for 47% of client assets

09/03/2026

SEC Preps Plan to Widen Investor Access to Private Markets https://www.wealthmanagement.com/regulation-compliance/sec-preps-plan-to-widen-investor-access-to-private-markets?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

The regulator wants to expand access to private investments and allow advisers to charge performance fees to more clients

09/03/2026

There Are 10 Myths That Every Agent Should Learn To Avoid. Learn How to Avoid These Myths Today! Ph:1-833-481-1239 https://www.jlssa.com

09/03/2026

A Heart as Big as Her Hair: Dolly Parton's Charitable Legacy https://www.wealthmanagement.com/estate-planning/a-heart-as-big-as-her-hair-dolly-parton-s-charitable-legacy?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Who will inherit the legendary singer and philanthropist’s estate?

09/02/2026

People Moves: $80B MAI Capital Hires KeyBank, BofA Alum Amy Brady https://www.wealthmanagement.com/career-moves/people-moves-mai-capital-hires-amy-brady-from-bank-advisor-sector?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Cyndeo Wealth lands a growth officer from Dynasty; Merit hires its first CTO; employee-owned Coldstream adds two to leadership

09/02/2026

Duo Arrested for Impersonating NFL Player and Financial Advisor In Fraud Attempt https://www.wealthmanagement.com/wealth-management-industry-trends/man-poses-as-nfl-player-to-defraud-women-of-13m?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Daejon Love and Taylor Chan allegedly used fake identities and romance scams to steal from 26 victims across the Pacific Northwest

09/02/2026

JLS BINDER TECHNIQUES is one of the JLS Sales Academy's Virtual Training Courses. Whether you are an insurance agent or financial advisor this training will help you maximize your client revenue. Visit our website to learn more! Ph:1-833-481-1239 https://www.jlssa.com

09/02/2026

&Partners Recruits Two Teams With $1.5B in AUM https://www.wealthmanagement.com/ibd-news/partners-recruits-two-teams-with-15b-in-aum?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

The hybrid broker/dealer founded by former Wells Fargo Advisors CEO David Kowach added teams from Commonwealth and Wells Fargo

09/01/2026

10 Investment Must Reads for This Week (Sept. 1, 2026) https://www.wealthmanagement.com/etfs/10-investment-must-reads-for-this-week-sept-1-2026-?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Investment news for financial advisors about the momentum trade, factor investing, NHL ETFs, private market allocations

09/01/2026

RIAs Add More ETFs in Q2, Shift Focus to Tech https://www.wealthmanagement.com/etfs/rias-add-more-etfs-in-q2-shift-focus-to-tech?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Baron Capital and ProcureAM saw rapid adoption while iShares, State Street and Vanguard kept their market share lead