Morning Memo
 
Wealth Management Morning Memo

DECEMBER 20, 2023

WHAT'S IN MY MODEL PORTFOLIO

Cyndeo Wealth Partners: 'We’re Not Indexers'

Eric Branson, director of investments, at $1.8 billion AUM Cyndeo Wealth Partners, on the gamble lurking inside the market-cap weighted S&P 500, building a proprietary private credit fund of funds and testing the waters with direct indexing.

FULL ARTICLE

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PEOPLE

Vanguard’s Head of Financial Advisor Services to Retire

Amma Boateng, who currently leads the broker/dealer channel within Financial Advisor Services, will succeed Tom Rampulla, effective Jan. 1.  

FULL ARTICLE

WHITE PAPER

High Growth Playbook

Proven strategies for financial advisors to skyrocket their business.

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ETFS

ETF Sponsors Keep the Spigot Flowing in November: Part 2

More than 50 new ETFs launched in November.

FULL ARTICLE

RIA EDGE PODCAST

RIA Edge Podcast: A Blueprint for Navigating Growth and Building Client Wealth With Dan Seder

Dan Seder shares Blue Chip Partners’ unique approach to managing human capital and building a growth engine inside a $1 billion AUM firm.

Sponsored by Schwab Advisor Services

LISTEN NOW

WHITE PAPER

How to Create a Robust Succession Plan for Your Firm

Pass the torch with confidence.

LEARN MORE

Ten to Watch

Meet the Ten to Watch in 2024

These 10 individuals are set to innovate and influence the wealth management industry in 2024.

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