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Morning Brief

1/15/21 | Morning Brief

Morning Brief: Wells Readies Asset Management Sale

Morning Brief: Citi to Merge Private/Mass Affluent Wealth Businesses

1/14/21 | Morning Brief

Stories of interest from around the web

Morning Brief: Biden Expected to Tap Gary Gensler to Lead SEC

1/13/21 | Morning Brief

Stories of interest from around the web

Morning Brief: Investors Eye Bank Earnings for Signs of Recovery

1/12/21 | Morning Brief

Stories of interest from around the web

Morning Brief: Bank Stocks Rising on Eve of Earnings Reports

1/11/21 | Morning Brief

Stories of interest from around the web

Morning Brief: RobinHood May Sell Its IPO Directly to Customers

1/8/21 | Morning Brief

Stories of interest from around the web

Morning Brief: Stocks Rally on Stimulus Hopes, Shrug Off D.C. Chaos

1/7/21 | Morning Brief

Stories of interest from around the web

Morning Brief: Rockefeller to Buy Midwest Family Office

1/6/21 | Morning Brief

Stories of interest from around the web

Morning Brief: Silicon Valley Bank to Buy Boston Private

1/5/21 | Morning Brief

Stories of interest from around the web

Morning Brief: S&P 500 Ends Volatile Year with 16.3% Gain

1/4/21 | Morning Brief

Stories of interest from around the web

Morning Brief: Morgan Stanley to Repay $1.7 Mln to 529 Plan Investors

12/31/20 | Morning Brief

Stories of interest from around the web

Morning Brief: Stocks Dip on Doubts About Pace of Recovery

12/30/20 | Morning Brief

Stories of interest from around the web

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CORONACRASH NEWS

Raymond James Slashes CEO Pay 17% in Turbulent Year
Jan 8, 2021
Solomon Sees Vaccine Bringing Goldman Staff Back by End of Year
Jan 5, 2021
J.P. Morgan Bank Broker Cleared of Coronavirus Crash Claim
Dec 4, 2020
Edward Jones Broker Count Up 5%, Firm Pauses Branch Growth
Nov 5, 2020
Merrill Wealth Slowly Eases Out of Covid Slump
Oct 14, 2020

NEWS

This Week’s Top Stories: Morgan Stanley Sues RBC Team, Finra Raps Broker over A-Shares, and More
Jan 16, 2021
Merrill’s New Household Growth Fell 40% in 2020–Sources
Jan 15, 2021
Wells’ Wealth Profit Climbs Despite Continued Broker Attrition
Jan 15, 2021
Rockefeller, RBC Lure Merrill, UBS Teams in Midwest
Jan 14, 2021
Fired Merrill Broker in Beverly Hills Barred by Finra
Jan 14, 2021

FINANCIAL INDUSTRY PODCASTS

All Independence Success

The must listen-to podcast for financial advisors by Tony Sirianni. Guests to include:
-Ron Kruszewski
-Shirl Penney
-Penny Pennington
-Eric Clarke
and many more

Michael Kitces and Carl Richards discuss financial advising topics.

Suzanne Siracuse asks the questions nobody else asks, as influencers and interviewer collide in her new and truly unique podcast series The Big Reveal.

The “new advice value stack,” and how firms can use it to help maximize their own value propositions for their clients.

The Brighthouse Financial Insights Panel is a group of leading, independent experts providing powerful insights into the big challenges facing you and your clients.

Equipping independent financial advisors with the tips, insights, and knowledge needed to evolve in every aspect of his or her life

Powering Independence Podcast, insights and ideas for RIAs, presented by Dynasty Financial Partners. A podcast dedicated to presenting fresh ideas and best practices for the wealth management industry.

As an industry expert, Frank LaRosa provides guidance and advice on a host of topics from recruiting and transitions, succession planning, practice management, M&A and more.

Our goal is to unlock the challenges to reveal the opportunities and what it means to provide advice in the 21st century.

Our webcast is dedicated to helping our viewers get real insights by avoiding the cognitive dissonance of today’s media outlets and biased editorial filters.

Go behind the scenes with registered investment advisors and other related independent business model experts

As a nationally recognized recruiter and consultant to financial advisors, Mindy Diamond has unmatched experience in introducing advisors to the independent space.

The must listen-to podcast for investors, venture capitalists and financial advisors, with Tony Sirianni and Paul Dietrich.

An Introduction to Independence: 5 Key Episodes to Jumpstart Your Knowledgebase

Jay is an investment strategist, CERTIFIED FINANCIAL PLANNER™ and business consultant to financial advisors.

In this podcast business owners, entrepreneurs and executives reveal their top tips for success.

We interview top financial advisors and visionary voices to bring you the strategies, tips, and tools you need to make a difference in people’s lives.

A financial literacy and commentary show that features a number of investors, financial experts, professional athletes, business owners and more.

Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™.

The Kuderna Podcast, focusing on wealth in it's original meaning- a state of well being.

Timeless wisdom, actionable information you can use right now to make smarter investment decisions.

Made for and dedicated to those folks serious about their financial plan.

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Industry focused content and breaking news.

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