JLS Sales Academy

10/18/2026

Trust & Will Launching Chartered Retail Trust Company https://www.wealthmanagement.com/estate-planning/trust-will-announces-launch-of-chartered-retail-trust-company?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Trust & Will is the first digital estate planning platform to serve as a regulated corporate fiduciary.

10/18/2026

Bridging the gap between generations, 'The Boomer Effect' podcast explores diverse perspectives and meaningful connections across all ages.

Tune in to bridge the generational divide! https://www.theboomereffect.com/

10/18/2026

XYPN Starts National Search for Next President as Vince Hockett Steps Down https://www.wealthmanagement.com/ria-news/xypn-starts-national-search-for-next-president-as-vince-hockett-to-step-down?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Vince Hockett will leave the advisor network after it has more than doubled its membership to 2,401 advisors and widened its scope beyond startups.

10/17/2026

Fifth Third Wealth Advisors: Why CIO Chris Osmond Is Bullish on Infrastructure https://www.wealthmanagement.com/investing-strategies/why-this-cio-is-bullish-on-infrastructure-bets?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Chris Osmond of Fifth Third Wealth Advisors discusses strategy for wealthy families and sees opportunities in real assets and alternative income

10/17/2026

Janney Adds $3.5B Houston-Based Team From Raymond James https://www.wealthmanagement.com/ibd-news/janney-launches-3-5b-houston-based-team-made-of-raymond-james-advisors?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Janney furthers its expansion into Texas by adding a team of Houston-based advisors departing Raymond James.

10/17/2026

Deals & Moves: WPCG-Backed Apella, Waverly Keep Acquiring https://www.wealthmanagement.com/ria-news/deals-moves-wpcg-backed-apella-waverly-keep-acquiring?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

In other deals, private equity-held Simplicity Group acquires an RIA in Denver, and Integrated Partners lands a former Hightower advisor team.

10/17/2026

JLS Sales Academy offers never-before-seen and heard sales techniques that would prepare insurance and financial agents for any sales challenges they may face. Click for More Information! Ph:1-833-481-1239 https://www.jlssa.com/

10/17/2026

Ex-MML Associate Pleads Guilty To $3.8M Fraud https://www.wealthmanagement.com/ibd-news/ex-mml-advisor-pleads-guilty-to-3-8m-fraud-as-victims-prepare-arbitration-against-firm?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Trevor Uhls faces up to 20 years in prison for the scheme that targeted at least 60 investors.

10/16/2026

People Moves: Advisor Vet Joins RIA Ballast Rock; UBS Leaders Join &Partners https://www.wealthmanagement.com/career-moves/people-moves-advisor-vet-joins-ria-ballast-rock-ubs-leaders-join-partners?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

In addition, T.D. Bank appoints a new U.S. wealth head, MAI Capital hires a former Barron’s editor, and EP Wealth hires an advisor from Curi RMB Capital.

10/16/2026

State Regulators Fine Wells Fargo, Merrill Over Small-Dollar Trade Commissions https://www.wealthmanagement.com/regulation-compliance/state-regulators-fine-wells-fargo-merrill-over-small-dollar-trade-commissions?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

State regulators are fining Wells Fargo and Merrill Lynch over allegations that they charged unreasonable commissions on small-dollar transactions.