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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, September 30, 2026The Morning Brief →Sign in
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John Blizzard

In PWD coverage since September 29, 2026 · 1 story
PWD coverage
practice

CD Valet sells advisors $500-a-month access to its CD shoppers

The Seattle Bank affiliate says 150,000 to 200,000 investors compare CD rates on its site each month.
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