WealthManagment.com Daily Memo
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PEOPLE | | | Diana Britton | Bruton, who left Kingswood U.S. in June, will lead Gladstone Group’s strategic growth consulting division. FULL ARTICLE |
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INDUSTRY | | Patrick Donachie | The firm has offices in Chicago and Downers Grove, Ill., serves more than 800 clients around the country, and is the latest example of large, $1 billion-plus RIAs coming into the market as acquisition targets. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by LPL Financial | Download the comprehensive guide that addresses key questions and shares best practices. DOWNLOAD NOW |
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CLIENT RELATIONS | | Heather Kelly | New study shows BIPOC need for financial advisors. FULL ARTICLE |
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ETFS | | Allyson Versprille | The new deadline for a decision by the SEC is March 16. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Docupace Technologies | Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant. DOWNLOAD NOW |
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