WealthManagment.com Daily Memo
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| | Wealthmanagament.com Staff | Wells Fargo improperly terminated a senior manager that voiced concerns regarding potential financial law violations, including wire fraud. FULL ARTICLE |
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Industry | | Patrick Donachie | At least half of the recipients will be from populations underrepresented in the profession. FULL ARTICLE |
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Industry | | Jennifer Surane (Bloomberg) | The company has “no issue” when employees need to work from home from time to time, though it wants senior bankers to be coming in to motivate their junior counterparts, according to a memo to staff. The memo follows similar moves from banks including Goldman Sachs Group Inc. and Morgan Stanley in recent days. FULL ARTICLE |
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WMIQ RESEARCH | | Sponsored by FlexShares Exchange Traded Funds | About half of all respondents to the new Race to Scalability 2022 Study who outsource report increasing their overall use of third-party providers over the past three years. View the Report |
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Prospecting | | Charles L. Ratner | Do’s and don’ts for advisors. FULL ARTICLE |
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ETFs | | Aniket Ullal First Bridge Data | These funds saw the most activity over the past 30 days. FULL ARTICLE |
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