WealthManagment.com Daily Memo
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| | | | | Diana Britton | | Barry Friedberg, co-chairman of New York Private Bank & Trust, Emigrant Partners’ parent company, will assume Heckenberg’s responsibilities on an interim basis. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Franklin Templeton | | Why advisors should consider developing an “illiquidity bucket.” LEARN MORE |
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| Industry | | | | Jason Diamond | | The natural order is being tested in the wealth management industry, and it will be some time before we see who the real winners and losers are. FULL ARTICLE |
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| REITs | | | | David Bodamer | | Despite some clamor about the state of real estate financing, mortgage REIT balance sheets remain in good shape. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Protective Life | | Listen in as Corinne Anderson, VP of Retirement Product Strategy at Protective Life, talks about the silver lining in rising interest rates for clients looking to save for retirement. WATCH NOW |
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| People | | | | Miles Weiss, Martin Z. Braun and Danielle Moran (Bloomberg) | | The departure was announced alongside Nuveen’s settlement of a years-long legal battle with Preston Hollow Community Capital. FULL ARTICLE |
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| MINDY DIAMOND ON INDEPENDENCE | |
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| The Evolution of an Independent Practice | |
| Mindy Diamond and Louis Diamond | |
| David Pulcini of SixPoint Financial Partners discusses his path from insurance broker/dealer to independent B/D, and ultimately on to hybrid RIA, RFG Advisory. 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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