WealthManagement.com Daily Memo
Wealth Management Daily Memo

MARCH 26, 2021

PEOPLE

Fired Morgan Stanley Reps Blame Law Firm's Bad Advice

The Morgan Stanley-recommended law firm that represented the transitioning advisors told them their non-solicit agreements with Schwab were unenforceable, according to their lawsuit against the lawyers.

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INDUSTRY

FPA Creates 'Safe Space' for Asian Americans Amid Rise in Hate Crimes

The Financial Planning Association launched a new knowledge circle to focus on issues unique to the Asian American and Pacific Islander communities.

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SPONSORED CONTENT

Explore Investments in Real Estate Private Offerings

With private offerings, you can invest in RE without managing properties.

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ETFS

Fund News Advisors Can Use: ETFs and the Parabolic Rise in GameStop’s Price

In this week's fund news, SPDR’s head of research Matthew Bartolini uses the GME frenzy as a case study for ETFs’ effectiveness; the Mooch and Fidelity file for Bitcoin ETFs; and iShares and State Street slash ETF fees.

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INDUSTRY

JPMorgan Plans to Hire 300 Black, Latinx Wealth Advisers by 2025

Over the next five years, JPMorgan will partner with various historically black colleges and universities to offer students resources and information about careers in wealth management.

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SPONSORED CONTENT

Financial Advisory in a Post-Pandemic World: Navigating the New Normal

Read this eBook for more on embracing the right tools to guide you—and your clients—through the pandemic and beyond.

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