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Managing Partner, RLR Strategic Partners

This week Wealth Solutions Report honors our latest group of Pathfinder Awards winners in celebration of Black History Month, bring you insights on marcoms and more: We name the Top Black Industry Leaders of 2024 as the latest in our Pathfinder Awards series. We bring the voices of Pathfinder winners to you: ◦ Delvin Joyce, discusses financial literacy and serving minority markets ◦ Lazetta Rainey Braxton, describes how the wealth management industry must develop ◦ Edward Walters recounts successful DEI initiatives ◦ Chloé A. Moore, discusses internships changing the industry In our weekly Deals & Recruiting Roundup our newest Recruiter Of The Month is Tony Montanari, of Prospera Financial Services, and we cover Smarsh, Dynasty Financial Partners, STRATOS Wealth Partners and AlTi Tiedemann Global. This month’s Marcoms Roundtable covers the rapid change and future evolution of marcoms, with Jimmy Moock, Megan Carpenter and Nicole Hakimi. Tolerisk’s Mark Friedenthal makes the case for routine financial checkups with holistic risk reviews. Smarsh completes its acquisition of TeleMessage, a Smarsh Company, with comments by Goutam Nadella, Kim Crawford Goodman and Guy Levit STRATOS Wealth Partners recruits Pettinelli Financial Partners from Osaic’s Royal Alliance, with comments by Charles Shapiro, Dennis Pettinelli and Jon Pettinelli. READ THE LETTER: https://lnkd.in/e_RkaXv5  #WSRPathfinders #BlackHistoryMonth #WealthManagement #FinancialAdvisors  

Recognizing Top Black Industry Leaders In Honor Of Black History Month

Recognizing Top Black Industry Leaders In Honor Of Black History Month

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Todd Eklund

Seeking Investment Team Opportunities | Dept, Leaders, HQ | In Office

8mo

Larry Roth CPA, JD thank you ensuring Wealth Solutions Report covers and brings to light this topic specific to Financial Services professionals

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