WealthManagment.com Daily Memo
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RIA NEWS | | | Ali Hibbs | Focus Financial shareholders voted overwhelmingly to approve a take-private sale to private equity firm CD&R but were less enthusiastic about executive compensation. FULL ARTICLE |
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RIA ROUNDUP | | Ali Hibbs | Beyond Hightower's expansion, no less than five other deals were announced this week along with a handful of RIA executive moves. FULL ARTICLE |
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EDGE TV | | Sponsored by Investcloud | Dissatisfaction with technology is a major reason advisors look to leave firms, and Peter Hess knows why. WATCH NOW |
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REAL ESTATE | | Beth Mattson-Teig | Executives from Armada ETF Advisors discuss the challenges and opportunities ahead for a new real estate ETF. FULL ARTICLE |
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CLIENT RELATIONS | | Marcus Roth | Advisors must think like their clients and to do so, they need to know what they are experiencing. FULL ARTICLE |
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EDGE TV | | Sponsored by Nitrogen | What drove Aaron Kline, who helped create and design the Riskalyze brand, to rebrand the firm as Nitrogen? WATCH NOW |
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SPONSORED WEBINAR | | Sponsored by TIFIN | Join us on Mon. July 31st to discuss the dynamic relationship between emerging markets and commodities in today's financial landscape, the opportunities and challenges presented by this intersection and, the strategies for capitalizing on these trends from the perspective of category experts. REGISTER NOW |
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