WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Patrick Egan’s interim suspension went into effect on June 21. Egan is a representative with the California-based firm Western International Securities, which was also named in the SEC's complaint. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | MAI Capital Management absorbs a Cleveland team with $368 million in AUM. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Wolters Kluwer | | How to turbo charge your tax automation for better results. DOWNLOAD NOW |
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| ADVISOR INNOVATIONS PODCAST | | | | David Armstrong | The president and CEO of Dynasty Financial Partners discusses the history and ecosystem of the independent financial advisor movement.
Sponsored by LPL Financial
LISTEN NOW |
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| EQUITIES | | | | Jared Dillian | | It doesn’t mean going all in or out but rather tweaking allocations in response to telltale signals. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by STP Investment Services | | Join on June 30th as presenters walk through five critical portal views that will help you engineer plans for success and discuss best practices for customizing your data to meet your unique leads. REGISTER NOW |
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