WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Pitcairn CEO Leslie Voth is passing the torch of the century-old firm to Andrew Busser in November. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Vista Financial Advisors registered in 2021 and soon claimed it managed more than $11.5 trillion—with a "T"—with no evidence of any legitimate assets at all, according to the commission. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Nitrogen | | This new report provides valuable insights into the tactics and strategies that drive growth by comparing hyper-growth and slow-growth wealth management firms. LEARN MORE |
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| PEOPLE | | | | Diana Britton | | Beaman enters the next chapter of her career, which includes a place on Commonwealth’s advisory board and a new executive coaching and consulting business. FULL ARTICLE |
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| INDUSTRY | | | | WealthManagement.com Staff | | Former iShares managing director Josh Warren to replace long-tenured Pete D’Arrigo as finance chief at Envestnet. FULL ARTICLE |
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| WEBINAR | | | | Sponsored by AssetMark | | Join us tomorrow for insights tailored to today's advisors. Discover solutions to adapt, streamline processes, and conquer regulatory challenges. REGISTER NOW |
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