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Wealth Management Morning Memo

JUNE 18, 2024

TECHNOLOGY

AssetMark Announces Strategic Collaboration with TIFIN Give

David H. Lenok

The relationship will give Assetmark’s network of over 10,000 advisors access to TIFIN Give's advanced DAF technology.

FULL ARTICLE

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RIA NEWS

NewEdge Snags $540M Team From Carson

Diana Britton

Stonebridge Financial Partners, a Michigan-based team of 18, has joined NewEdge from Carson.  

FULL ARTICLE

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RIA NEWS

Allworth Acquires $220M RIA in Northern California

Diana Britton

The addition of Del Monte Group represents Allworth’s 18th California location, its fifth deal this year and 36th acquisition since 2018.

FULL ARTICLE

ADJUSTED FOR RISK PODCAST

Navigating Independence and Understanding Your Choices

Ryan Nauman

Private Advisor Group's Verne Marble discusses the business structure options available to advisors thinking about going independent.

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