WealthManagment.com Daily Memo
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| | Samuel Steinberger | Digital estate planning developer Vanilla added a new CEO, CTO, and former Addepar executive to its leadership team. FULL ARTICLE |
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2022 Market Outlook | | Sponsored by SPS Family | More advisors are embracing and mastering Financial Planning technology and taking new Marketing approaches. LEARN MORE |
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| Diana Britton | Elite Financial Network, a Huntington Beach, Calif.-based large OSJ with about $1 billion in assets and 30 advisors, joins LPL from Securities America. FULL ARTICLE |
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Industry | | Patrick Donachie | More than 60% of respondents to a newly-released DeVoe & Company survey expected acquisition activity to continue to climb in 2022, topping 2021's record-breaking year. FULL ARTICLE |
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