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MARCH 6, 2023

INDUSTRY

LPL’s Strategic Wealth Services Lures $1.45B Team

Diana Britton

Recruited away from Wells Fargo, Carnegie Private Wealth is the largest team yet to join LPL’s SWS division, the IBD’s premium affiliation model that went live in April 2020.

FULL ARTICLE

RPA EDGE

Back to the Future: RPA Commissions Are Back

Fred Barstein

Fiduciary RPAs paid additional fees from manufacturers or through proprietary products have no place in today’s transparent fiduciary world.

FULL ARTICLE

DIGITAL MAGAZINE

How Do You Best Serve Clients Your Clients and Grow Your Business?

Sponsored by Commonwealth Financial Network

This digital magazine is packed with insights and strategies around a variety of topics, including practice management, client relations, technology, marketing, prospecting and more.

GET YOUR COPY

THE WEALTHSTACK PODCAST

The WealthStack Podcast: Why the Timing of Financial Advice Matters

Shannon Rosic

Financial advice delivered too early—or worse, too late—can have the opposite effect of its intention, says Bento Engine's Philipp Hecker

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ETFS

What to Watch as Grayscale and SEC Face Off Over ETF Conversion

Katie Greifeld and Vildana Hajric

Grayscale filed plans with the SEC in October 2021 to convert GBTC, the world’s biggest Bitcoin investment vehicle, into an exchange-traded fund.

FULL ARTICLE

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