WealthManagement.com Daily Memo
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| | Rob Burgess | Managing Partner and Chief Strategy Officer Burt White will take over for Carson as chief executive of the $35.5 billion AUM RIA. FULL ARTICLE |
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Regulatory | | Patrick Donachie | The brokerage regulator settled two cases related to the SEC’s rule this week; one securities attorney believes FINRA has now established itself as the “primary regulator” of the rule. FULL ARTICLE |
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WHITE PAPER | | Sponsored by PPC LOAN | Insights into the uses of traditional debt within advisor M&A. DOWNLOAD NOW |
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Alternatives | | David Bodamer | Meanwhile, REITs posted positive total returns in March and are down slightly year-to-date. FULL ARTICLE |
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RESOURCE CENTER | | Sponsored by Charles Schwab Advisor Services | Wealth Management IQ and ISS Market Intelligences’ Discovery Data have compiled a list of RIAs growing fast while keeping sight of their priorities: the client experience and the sustainability of the business. LEARN MORE |
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Retirement Planning | | Jamie Hopkins | Adopting an adaptive approach to retirement planning acknowledges the dynamic nature of spending patterns and emphasizes flexibility in financial strategies. FULL ARTICLE |
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Podcasts | | David Armstrong | Foster's firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.” FULL ARTICLE |
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