WealthManagment.com Daily Memo
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RIA NEWS | | | Ali Hibbs | No fewer than seven M&A deals were announced this week, while three new RIAs launched on industry platforms and three key hires were made in support of growth. FULL ARTICLE |
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THE WEALTHSTACK PODCAST | | Shannon Rosic | Milemarker CEO Kyle Van Pelt, CEO discusses how advisors can avoid technological mistakes and create a seamless experience. Sponsored by BetaNXT
LISTEN NOW |
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WHITE PAPER | | Sponsored by FarmTogether | Amidst today’s heightened market uncertainty, where can investors turn? This paper highlights the unique characteristics of farmland, a historically stable, uncorrelated real asset. DOWNLOAD NOW |
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WEALTH MANAGEMENT EDGE | | Aisha Hunt and Ryan Charles | Aisha Hunt and Ryan Charles, principals at KH&C, discuss what advisors need to consider when thinking about converting separately management accounts into ETFs and how this will impact their clients. FULL ARTICLE |
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INDUSTRY | | Chris Dolmetsch | Citi sued Steven I. Taub in New York state court, alleging he was contacting former clients in violation of a 12-month non-solicitation agreement FULL ARTICLE |
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WHITE PAPER | | Sponsored by Franklin Templeton | Until recently, HNW investors have had limited access to private market investments. Now, they have options for accessing the private markets at lower minimums and more flexible features. LEARN MORE |
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