WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Lee Weiss previously pleaded guilty to investment advisor fraud related to a Ponzi-like scheme involving his firm Family Endowment Partners. FULL ARTICLE |
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| INDUSTRY | | | | Ali Hibbs | | A recent capital infusion from LNC Partners will support continued growth for GCG Advisory Partners as a newly incorporated holding company focused on advisor succession. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | Independence puts the power of your business in your own hands. DOWNLOAD NOW |
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| INDUSTRY | | | | WealthManagement.com Staff | | The Jacobi-Hakala Group has been formed under Snowden Lane Partners, reuniting two long-time colleagues. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| SPONSORED CONTENT | | | | Sponsored by Laserfiche | | Shufro Rose is making its operations more efficient by building digital workflows. DOWNLOAD NOW |
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