WealthManagment.com Daily Memo
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RIA NEWS | | | Ali Hibbs | Parsec brings about $3.8 billion in AUM, raising Modera's assets to $10.5 billion and creating one of the largest RIAs on the East Coast. FULL ARTICLE |
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INDUSTRY | | Amanda Albright | First Republic’s private wealth-management platform will become part of JPMorgan Advisors, which JPMorgan inherited from Bear Stearns when it bought that firm in 2008. FULL ARTICLE |
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THOUGHT LEADERSHIP SPOTLIGHT | | Sponsored by Protective | Innovations in the annuities space give clients the income and flexibility to navigate an uncertain economy. LEARN MORE |
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TECHNOLOGY | | Davis Janowski | Errors in a software update to MoneyGuidePro and a Tamarac outage got advisors talking and tweeting. FULL ARTICLE |
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RIA NEWS | | Ali Hibbs | With $2 billion in advised assets and a niche serving tech entrepreneurs, Austin-based Brainard will help Pathstone become a national brand for ultra-high-net-worth clients. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by LODAS Markets | Investors can trade assets like BREIT in the LODAS marketplace LEARN MORE |
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SPONSORED WEBINAR | | Sponsored by CapIntel | This webinar on May 16th will cut through the noise and break down how to properly leverage ESG and climate data so you can better connect with your client. REGISTER NOW |
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