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MARCH 21, 2022

BUSINESS PLANNING

Ten Financial Planning Lessons Superheroes Can Teach Us

John Kador

There’s a lot financial advisors can learn from superheroes.

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TECHNOLOGY

CircleBlack Names Third CEO In As Many Years

Samuel Steinberger

Former Envestnet executive Lincoln Ross is now leading CircleBlack, following the departure of Alex Sauickie to "pursue other interests."

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SPONSORED CONTENT

Six Keys to Finding the Right Firm

Sponsored by LPL Financial

If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision.

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ETFS

Taming Inflation With Oil ETFs

Brad Zigler

Relying on refining margins beats depending on oil itself.

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PEOPLE

Bank of America Advisor Ousted After Smoothie Rant Is Hired by Brokerage Aegis Capital

Max Reyes

Financial Industry Regulatory Authority data shows James Iannazzo registered with New York-based Aegis Capital as of March 15.

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SPONSORED WEBINAR

Advances in RegTech: Managing Compliance Mandates

Sponsored by SS&C Black Diamond Wealth Platform

Timothy Welsh, will be joined by leading financial advisors on Mar. 31st to discuss anti-money laundering, monitoring your employees trades, managing outside business activities, and more.

REGISTER NOW