WealthManagment.com Daily Memo
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INDUSTRY | | | 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 |
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RPA EDGE | | Fred Barstein | Fiduciary RPAs paid additional fees from manufacturers or through proprietary products have no place in today’s transparent fiduciary world. FULL ARTICLE |
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DIGITAL MAGAZINE | | 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 |
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THE WEALTHSTACK PODCAST | | 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 LISTEN NOW |
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ETFS | | 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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