Wealth Management Daily Memo

MAY 12, 2021

PEOPLE

More TD Ameritrade Execs Get the Boot at Schwab

Diana Britton

In the latest round of layoffs at Schwab, TD Ameritrade executives Vanessa Oligino, Greg Menefee and Scott Leak are shown the door.

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BUSINESS PLANNING

How Important Is It to Define Your Ideal Client?

Matt Sonnen

Knowing the type of client you are looking to serve will allow you to design the best products and services needed by them.

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Adding Value in a World of Free

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MICHAEL KITCES' #FASUCCESS PODCAST

Paul Saganey on the Power of Referrals

Michael Kitces

Integrated Partners' Paul Saganey details how he’s generated hypergrowth for his firm through building strategic alliances with accountants.

INDUSTRY

Wall Street’s Grip on Secret Harassment Hearings Starts to Crack

Max Reyes

Many financial services firms want to preserve arbitration, saying it’s the best way to resolve conflicts.

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How to Satisfy Investors Who Crave Personalization and Control

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This solution achieves both—by modernizing the traditional structure of passive investing.