WealthManagment.com Daily Memo
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| INDUSTRY | | | | | | Patrick Donachie | | Charles Schwab ranked highest for investors in J.D. Power's 21st annual Satisfaction Study, with UBS and Fidelity following close behind. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Lido and a subsidiary of Israeli Discount Bank have created a joint RIA to provide asset management services to the bank’s clients. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Parnassus Investments | | Watch as Shivani Vohra, Portfolio Manager and Senior Research Analyst, Parnassus Investments, discusses the outlook for growth stocks in 2023 and whether now is a good time to buy. WATCH NOW |
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| INDUSTRY | | | | Katherine Doherty | | The deal is the first outside investment in Rockefeller to be disclosed publicly. FULL ARTICLE |
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| TECHNOLOGY | | | | Erika Wilson and Richard Hanna | | AI-enabled technologies have not taken over but they are starting to move into client-facing, front-of-the-house roles. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Laserfiche | | How Rehmann is refining its digital processes with efficiency and compliance in mind. DOWNLOAD NOW |
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| RIA EDGE PODCAST | |
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| The Difference Between Good and Great Growth | |
| Mark Bruno | |
Cambridge's Jeff Vivacqua describes how RIA leaders can create processes and guidelines that will generate repeatable growth through M&A and organic strategies.
Sponsored by Schwab Advisor Services
LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by TIFIN | | Join the conversation on Wed. Apr. 12th as our presenters dig into how diversification has failed investors for decades, not just in 2022, and how to navigate this uncertain market. REGISTER NOW |
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