WealthManagement.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | A federal court found New York-based Adam Belardino guilty of embezzlement and defrauding several investors, as well as employees at his firm in a series of schemes. FULL ARTICLE |
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RIA NEWS | | Ali Hibbs | Hightower and Wealth Enhancement Group added AUM this week, and new executives were named at Arkadios Capital and Kornitzer Capital Management. FULL ARTICLE |
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RESOURCE CENTER | | Sponsored by ProShares | The appeal of mid-caps is often overlooked. Mid-cap Dividend Aristocrats® represent a potentially compelling investing opportunity. LEARN MORE |
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THE WEALTHSTACK PODCAST | | Shannon Rosic | The CEO and co-founder of Lumiant talks about what is driving innovation around advice engagement. LISTEN NOW |
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CAREERS | | Tim Gerend | The barriers between personal and professional life are blurring. FULL ARTICLE |
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RESOURCE CENTER | | Sponsored by Calvert | Our RIA Edge 100 list looks to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base. LEARN MORE |
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