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🎧 New WealthStack Podcast: Charles Schwab’s Vision for Advisor Tech In the latest episode of the WealthStack Podcast, Alison Dooher of Schwab Advisor Services shares insights into the company’s vision for the future of advisor technology. Discover how Schwab is shaping the tools that empower financial advisors to streamline operations and enhance client experiences. 🔗 Listen to the full podcast here: http://spr.ly/6043QheEh 💬 What tech innovations are you most excited to see in the future of wealth management? Join the conversation below! #WealthTech #AdvisorTech #FinancialAdvisors #WealthManagement #Schwab

💡 Charitable Giving Without Impacting Your AUM Advisors, did you know you can help clients achieve their philanthropic goals without reducing your assets under management? This http://spr.ly/6045QhXKJ article explores strategies to incorporate charitable giving into your practice while maintaining a strong AUM base. 🔗 Read how to guide clients in their giving journey: http://spr.ly/6048QhXKM 💬 How do you support your clients’ charitable goals? Share your approach below! #Philanthropy #WealthManagement #FinancialAdvisors #CharitableGiving

🔄 Focus Financial Partners Consolidates Two Firms Focus Financial continues its growth strategy with the consolidation of two partner firms, marking another step in its mission to streamline operations and enhance client services. This latest move reflects the ongoing trend of consolidation within the wealth management industry. 🔗 Read more about the deal and its implications: http://spr.ly/6040QhkjE 💬 How do you see consolidation shaping the future of wealth management? Share your insights below! #WealthManagement #Consolidation #RIAnews #FinancialAdvisors

💡 How Smart High-Yield Investments Can Boost Portfolios High-yield investments have long been a staple for enhancing portfolio returns, but with rising rates, how can financial advisors make the most of them? This http://spr.ly/6048Qhe9r article explores strategies for integrating smart high-yield investments into client portfolios while managing risk. 🔗 Read the full article: http://spr.ly/6049Qhe9T 💬 How are you incorporating high-yield investments into your strategies? Share your insights! #FixedIncome #InvestmentStrategies #WealthManagement #HighYieldInvesting

⚖️ FINRA Fines Total $8.2M in Mutual Fund Fee Settlements Edward Jones, Osaic, and Cambridge Investment Research have been fined a combined $8.2 million by FINRA over mutual fund fee-related violations. This case highlights the critical importance of transparency and compliance in fee structures for financial services firms. 🔗 Read the full story: http://spr.ly/6048QhXN0 💬 What steps can firms take to avoid similar issues? Let’s discuss in the comments! #RegulationCompliance #FINRA #WealthManagement #MutualFunds

📰 WealthStack Roundup: December 2024 This month’s WealthStack roundup is packed with the latest updates in WealthTech, including: ✅ How Mariner Wealth Advisors is using Catchlight to drive organic growth ✅ Key tech trends reshaping the advisory industry ✅ Other major developments in the WealthTech space 🔗 Stay informed:http://spr.ly/6044QCiHm 💬 Which tech trends or stories caught your eye this month? Share your thoughts below! #WealthTech #WealthManagement #FinancialAdvisors #TechnologyTrends

📊 RIA M&A Activity Hits Record High in 2024! The RIA industry has set a new benchmark, with 2024 seeing record-breaking merger and acquisition activity. What’s driving this surge? Consolidation trends, succession planning, and the growing appeal of scale. 🔗 Dive into the full analysis: http://spr.ly/6042QCebM 💬 How do you think this record-setting M&A activity will shape the RIA landscape in 2025? Share your thoughts below! #RIAnews #MergersAndAcquisitions #WealthManagement #FinancialAdvisors

⚖️ Schwab Files Lawsuit Over Alleged Client Data Misuse Schwab has accused a former representative of taking client data when leaving the firm, sparking a legal dispute. This case highlights the critical importance of data security and client confidentiality in the financial services industry. 🔗 Read the full details: http://spr.ly/6046QfWUu 💬 What steps can firms and advisors take to ensure data protection during transitions? Share your insights! #FinancialServices #ClientData #DataSecurity #WealthManagement #IndustryNews

Apex x Facet: Unlocking New Levels of Growth in this #FastChat, Facet leaders talk growth and real-time account opening from Apex Fintech Solutions. http://spr.ly/6040Q5RAn #WealthManagement