WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Rob Burgess | | Threads seems to be an instant hit, yet many advisors are unsure about it. FULL ARTICLE |
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| PEOPLE | | | | Diana Britton | | Jeremy Holly, who left the broker/dealer in 2021 to join SageView Advisory Group, has returned to lead strategic business development. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | See how client-focused technology, that works the way you do, can empower you to provide an exceptional level of service. LEARN MORE |
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| EQUITIES | | | | Francis Gannon | | In nearly 40 years, small caps have gone from fad to a fundamental asset class. FULL ARTICLE |
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| MUTUAL FUNDS | | | | Alexandra Harris | | The SEC first introduced plans for new rules in December 2021. That proposal would have imposed swing pricing requirements that critics said could make funds more costly and less attractive. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by The Entrust Group | | Unlock the power of alternative assets with SDIRAs. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Orion | | Join this webinar on July 18th to discover the hidden forces that drive investor behavior and the unique strategies employed in custom indexing to optimize portfolio performance. REGISTER NOW |
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