WealthManagment.com Daily Memo
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PEOPLE | | | Diana Britton | Pershing's Lisa Crafford and Morgan McGovern have resigned from their roles at the RIA custodian. FULL ARTICLE |
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WEALTHSTACK ROUNDUP | | Rob Burgess | Also, Advisor360 releases its 2023 Connected Wealth Report results, Ned Dane joins AdvisorEngine as chief growth officer, and Betterment partners in 529 plan rollout. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by Shelton Capital Management | Has the banking crisis or the looming debit crisis changed the outlook for fixed income? WATCH NOW |
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THE WEALTHSTACK PODCAST | | Shannon Rosic | The founder and CEO of Asset-Map discusses the impact of advice engagement on client outcomes, such as financial wellness and satisfaction. LISTEN NOW |
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ETFS | | Vildana Hajric, Sonali Basak and Katie Greifeld | BlackRock on Thursday applied for the iShares Bitcoin Trust, at least the 33rd attempt by issuers for a spot-Bitcoin product. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by Parnassus Investments | Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy. WATCH NOW |
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