WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Borger Financial Services made the move from Hornor, Townsend & Kent for more flexibility and access to alternatives. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | In its 2nd acquisition of 2024, WEG picked up a firm with offices in Florida and New York. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Texas Capital | | Texas Capital's two new ETFs bring opportunity to invest in Texas. LEARN MORE |
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| RIA NEWS | | | | Ali Hibbs | | Boston-based KinneyMunro Wealth Advisors seeks to deliver "a differentiated investing experience." FULL ARTICLE |
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| RIA EDGE PODCAST | | | | David Armstrong | Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and expand his service model across 15 states, with national ambitions.
Sponsored by Schwab Advisor Services
LISTEN NOW |
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| | | Caroline Hodkinson | | As families grow and evolve, so too do the needs and goals of family foundations. FULL ARTICLE |
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