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Top Employee Advisor and Independent Brokerage Firms

Morning Memo
 
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Wealth Management Morning Memo

JULY 12, 2024

INDUSTRY

The Top Employee and Independent Broker/Dealers

Diana Britton

Stifel had the highest satisfaction score among employee advisors, while Commonwealth took the top spot among independents, according to J.D. Power’s latest ranking.

FULL ARTICLE

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HIGH NET WORTH

The Great Wealth Treadmill

David H. Lenok

What is horizontal wealth transfer?  

FULL ARTICLE

FASTCHAT VIDEO

Why Eaton Vance for Floating Rate Loans?

Sponsored by Eaton Vance

Ralph Hinckley shares why EV's 35 years of expertise and disciplined approach sets them apart.

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RIA NEWS

Wealth Enhancement Group Adds First Utah Location

WealthManagement.com Staff

Rock House Financial, which works with business owners, women and social media influencers, manages $272 million in assets.

FULL ARTICLE

DIAMOND PODCAST FOR FINANCIAL ADVISORS

Why a Former Wirehouse Advisor Built and Sold a $1.5B Independent Firm

Jason Diamond

Stratos Private Wealth President Jeff Brown details his journey.

LISTEN NOW

WEBINAR

Boost Client Acquisition and Retention: Leveraging CRM for Growth

Sponsored by SS&C Black Diamond Wealth Platform

Join us on July 25, 2024, to discover how leveraging CRM technology can boost client acquisition and retention, ensuring sustainable growth for your practice.

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