WealthManagement.com Daily Memo
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| TECHNOLOGY | | | | | | WealthManagement.com Staff | | Board chairman James Fox will serve as interim CEO until a successor is found. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with MarshBerry | | Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms. LEARN MORE |
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| RIA NEWS | | | | Ali Hibbs | | A 10-person team has left Securities America to harness technology, compliance and administrative support offered on the $2 billion RIA platform. FULL ARTICLE |
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| Live From Heckerling 2024 | | | | Dawn S. Markowitz | | Is it sustainable? FULL ARTICLE |
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