WealthManagement.com Daily Memo
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| | | | | Rob Burgess | | Also, former LPL exec Heather Randolph Carter will serve as CMO. The news comes just days after CEO and Founder Ron Carson stepped down. FULL ARTICLE |
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| WMIQ RESEARCH REPORT | | | | Strategic Partnership with MarshBerry | | Explore the strategic shifts and challenges faced by wealth management firms as they position themselves to better serve their client needs and grow their top lines. LEARN MORE |
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| ETFs | | | | Aniket Ullal CFRA Research | | Bitcoin use case adoption will determine its long-term trajectory. FULL ARTICLE |
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| RIA News | | | | Diana Britton | | With this latest acquisition, Arax now has 120 advisors overseeing more than $16 billion in assets under management and advisement. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by RFG Advisory | | Join us on April 29, 2024, to learn how innovative growth programs and technology solutions are setting advisors up for unprecedented success in the evolving wealth management industry. REGISTER NOW |
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| RIA News | | | | Ali Hibbs | | Key Advisors Wealth Management is the fourth firm to join Diversify Advisor Network’s new W-2 model. FULL ARTICLE |
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| Podcasts | | | | Mindy Diamond and Louis Diamond | | Why this $1.5B Merrill Family business opted for independence. FULL ARTICLE |
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