WealthManagement.com Daily Memo
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PEOPLE | | | WealthManagement.com Staff | Clark, the head of Schwab Advisor Services, will be replaced by COO Jon Beatty. FULL ARTICLE |
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WEALTHSTACK | | Rob Burgess | CTOs from large firms explain how reducing friction can free advisors to focus on the relationships that drive their businesses. FULL ARTICLE |
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SPONSORED EBOOK | | Sponsored by Box | Financial services still rely on content. Upgrade workflows with the Content Cloud for file management, collaboration, and security. LEARN MORE |
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ETFS | | Aniket Ullal, CFRA Research | The pace of ETF launches slowed in April. Following a March that saw nearly 50 new funds, in April managers brought 27 new ETFs onto the market. FULL ARTICLE |
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FOCUSED ON THE FUTURE PODCAST | | Suzanne Siracuse | FP Alpha's Andrew Altfest explains why what has worked for advisors in the past more than likely won’t work for advisors in the future. LISTEN NOW |
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