NOVEMBER 22, 2023

PEOPLE

Tricia Rothschild Joins Private Equity Firm Advent International

Ali Hibbs

Rothschild, a former Morningstar and Apex executive, joins the global PE firm as an operating partner to help identify opportunities in the wealthtech space.

FULL ARTICLE

ETFS

Simplify Asset Management Launches a Mortgage-Backed Securities ETF with a Twist

Elaine Misonzhnik

There are already ETFs in the market that invest in mortgage-backed securities. But the MTBA ETF focuses on recently issued ones.

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WHITE PAPER

How to Deliver an Indispensable Client Experience Through Independence

Sponsored by Commonwealth Financial Network

Build strong relationships through exceptional service.

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CLIENT RELATIONS

Personalize Holiday Cards to Grieving Clients

Amy Florian

You set yourself apart when you recognize your clients’ losses and support them in ways that most others do not.

FULL ARTICLE

PEOPLE

Citigroup Wealth Services Head Campos Exits After Three Decades

Ambereen Choudhury and Chanyaporn Chanjaroen

The move comes as former Merrill Wealth Management President Andy Sieg takes over as weatlh chief at Citigroup.

FULL ARTICLE

WEBINAR

2024 State of CRE: Insights to Help You Survive the Next Market Cycle

Sponsored by Thirty Capital

Join us on November 28 to explore the 2024 State of CRE. Gain insights, strategies, and survival tips for navigating the evolving commercial real estate landscape.

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