A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, October 15, 2026The Morning Brief →Sign in
other

Genesis

In network coverage since September 1, 2026 · 4 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 31, 26Deal announced — coverage
Network coverage
exit

AmeriFlex, Genesis execs: Name successor before client handoff

In an Oct. 15 Wealth Solutions Report roundup, they describe identifying a successor early so clients know them before transition.
Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.