WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | About 36% of millennials with more than $1 million in investible assets said they’d probably leave their current firm in the next year. FULL ARTICLE |
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| | | WealthManagement.com Staff | | Financial advisors’ optimism over the economy and the markets ticked marginally up in February, dampened only by persistent inflation and uncertainty over upcoming national elections. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Prospera Financial Services | | At Prospera Financial, you’ll have the best of both worlds. DOWNLOAD NOW |
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| INDUSTRY | | | | Patrick Donachie | | The trio of advisors will form THG Retirement Solutions of Raymond James in the firm's employee advisor channel. The move came after the firm announced CFO Paul Shouky would succeed Paul Reilly as CEO. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Advisor Nolan Venable and his team have left Osaic after 26 years for the stability of LPL. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Shelton Capital Management | | Dive into the critical role of sustainable investments in the evolving financial landscapes. WATCH NOW |
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| BUSINESS PLANNING | | | | Daniel Gilmartin | | Of all the options, organic growth allows advisors to retain the most autonomy and freedom from relying on luck or the whims of deal partners FULL ARTICLE |
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