Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

AUGUST 01, 2024

INDUSTRY

LPL, Wells Fargo, Face More Cash Sweep Lawsuits

The LPL suit is similar to a class action complaint filed last month claiming the firm violated its duties to clients by allegedly making huge profits from the interest rates on cash sweep accounts.

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MARKETING

Three Drivers Leading Advisors to Provide Charitable Services

Despite potential tax changes, donor-advised funds remain a go-to tool.

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RESOURCE CENTER
Focus on the Future: Adapting to the Next Generation of Investors
Industry leaders discuss the role of Diversity, Equity and Inclusion in shaping the future of wealth management
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BUSINESS PLANNING

The Inclusion Trifecta: DEI, Safety and ERGs as Catalysts for Change

How politics is shaping the future of corporate inclusion.

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ETFS

ETFs with the Best One-Year Returns

Cryptocurrency ETFs were among those posting the best returns over the last year.

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WMTV ON LOCATION
Bringing the Wow Factor Back Into Client Service
When it comes to organic growth, Kevin Daniels, president of Tribute Financial, wants to leave clients with good stories they can tell their friends.
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