Tell us what you think. Should we keep this show going? In the meantime, grab some tea drink and join us as we rank what’s underrated and overrated in wealth management.
· InvestmentNews fires everyone
· Schwab is curbing remote work
· SmartX goes to Plan B
· An RIA 'gambled' on Goldman Sachs to custody client assets
· Twitter is now X
· Microsoft stock pops on AI subscription for Microsoft 365
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
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