WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

APRIL 15, 2024

RIA NEWS

F.L.Putnam Grows on Trust

The century-old asset management firm is adding talent and services through a growth strategy predicated primarily on opportunity and trust.

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INDUSTRY

TD Ameritrade Integration Boosts Schwab’s Q1 Advisory Net Flows

Schwab’s in-house advisors saw a record $4.4 billion in net flows this quarter, which President Rick Wurster attributed partly to enrollment by TD Ameritrade households.  

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WHITE PAPER

Marketing Matters: Let’s Make Some Noise

If clients aren’t hearing your story, they’re listening to someone else’s.

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RIA NEWS

Avantax Snags $450M Team From Stratos

GA Investment Management, a Pittsburgh-based team with more than $450 million in assets under advisement, joins Avantax's in-house RIA.

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WEALTH MANAGEMENT INVEST PODCAST

Trends and Innovations in Alternative Investments

iCapital's Lawrence Calcano explores the world of alternative investments and their role in modern portfolio strategies.

Sponsored by Orion Portfolio Solutions

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Investment Spotlight

Avoiding the Negativity Vortex

It almost always pays to be positive.   

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