WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Rob Burgess | | The combined firm will have 100 employees and be headed by F2 founder Doug Fritz. FULL ARTICLE |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | Zephyr's Chief Market Strategist takes a look at recent drivers of market performance. LISTEN NOW |
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| WHITE PAPER | | | | Sponsored by Orion | | Solve high-net-worth challenges with a single solution. LEARN MORE |
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| REAL ESTATE | | | | Beth Mattson-Teig | | After a surge of mergers and acquisitions in the real estate space in 2022, the pace of deals has slowed amid disruptions in property pricing. FULL ARTICLE |
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| HIGH NET WORTH | | | | Claire Ballentine | | Feeling rich is more common among millennials and Gen Z, according to a new survey from Charles Schwab. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Advisor Group | | This webinar on Thurs. June 15th will offer the first live look at the report’s key findings, as well as explore takeaways that can make an advisor’s succession planning efforts more productive. REGISTER NOW |
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