JLS Sales Academy

Memoa Vault, an AI Tool for Recording Client Valuables, Also Provides a Touch Point https://www.wealthmanagement.com/artificial-intelligence/ai-platform-tracks-3-trillion-in-physical-assets?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Memoa Vault Uses AI to Document Physical Valuables Memoa Vault's AI catalogs jewelry, watches and collectibles, providing market pricing and creating permanent records for advisors

WealthStack Roundup: Envestnet Partners With Vanguard on Tax-Efficient Investment Solutions https://www.wealthmanagement.com/artificial-intelligence/envestnet-vanguard-team-up-on-tax-aware-investing?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

Wealthtech Roundup: Envestnet, Vanguard Pair Tax-Aware Investing Envestnet and Vanguard are pairing tax management technology with the Advisor's Alpha framework to scale tax-aware investing

2 POOLS OF MONEY, JLS SENIOR MARKET MASTERY, JLS BINDER TECHNIQUES - 3 of the Live Training Courses given at JLS Sales Academy. Learn More Today! Ph:1-833-481-1239 https://www.jlssa.com

&Partners Adds $864M Team From Wells Fargo Advisors https://www.wealthmanagement.com/ibd-news/partners-adds-864m-team-from-wells-fargo-advisors?utm_source=rss&utm_medium=Sendible&utm_campaign=RSS

&Partners Adds $864M Team From Wells Fargo Advisors Foothills Legacy Wealth Management joins the hybrid broker/dealer, bringing &Partners' total assets to approximately $58 billion