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APRIL 21, 2023

INDUSTRY

S&P Downgrades Schwab’s Ratings On Interest Rate Risk

Diana Britton

Schwab’s bonds are still investment grade, and S&P says the firm has enough liquidity, without needing to tap the Fed for funding.

FULL ARTICLE

WEALTHSTACK ROUNDUP

Hearsay Systems Becomes The Latest And Largest MarTech Firm To Embrace AI

Rob Burgess

Also, SmartAsset acquires DeftSales and Orion Advisor Services launches a newly redesigned website.

FULL ARTICLE

RESOURCE CENTER

Advisors in Search of the Ideal Broker-Dealer

Sponsored by United Planners Financial Services

What Does an Ideal Broker-Dealer Look Like? For advisors who are considering partnering with a new broker-dealer, there are several important issues to investigate.

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EQUITIES

It’s Not ‘ESG Investing.’ It’s Just Investing

Zach Conway

By not taking ESG factors into account, financial advisors may be shirking their fiduciary duty.

FULL ARTICLE

HIGH NET WORTH

How Rich Is the US Supreme Court?

Emily Birnbaum and Bill Allison

The nine justices of the U.S. Supreme Court listed assets between $24 million and $68 million.

FULL ARTICLE

WHITE PAPER

Blueprint for Building an Enduring Practice

Sponsored by Commonwealth Financial Network

What your business needs to thrive now—and for many years to come.

LEARN MORE

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