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WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 18, 2024

INDUSTRY

Lawsuits Pit Ameriprise, LPL in 'Economic War' Over Advisor Recruiting

Separate lawsuits have LPL Financial and Ameriprise Financial battling over advisors leaving, claiming breach of contract and misuse of confidential client information.

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TECHNOLOGY

Philtech Provider Foundation Source Acquires Vennfi

Post-acquisition plans include the rollout of a turnkey white-label platform for RIAs and IBDs.

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SPONSORED CONTENT
Investing in Climate Change

Sponsored by Parnassus Investments

Parnassus supports companies involved in addressing climate risks.
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HIGH NET WORTH
HIGH NET WORTH

How Market Forces Came for the Dinosaurs

Fossils are fetching high prices at auction, as anonymous buyers bid millions for a piece of history and a dash of celebrity. But none of that money serves science.

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WEBINAR
Unique Giving Strategies to Spark Economic Development in Disadvantaged Communities

Sponsored by Foundation Source

Join this webinar as Foundation Source’s Chief Legal Officer shares the four main goals of economic development, a background on IRS-approved charitable purposes and mini case studies to help determine which activities qualify as being charitable.
Register Now >
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