WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Rashawn Russell faces up to 30 years in prison after pleading guilty to his role in a scheme that defrauded nearly 30 investors out of approximately $1.5 million. FULL ARTICLE |
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| ESTATE PLANNING | | | | David A. Handler and Alison E. Lothes | | New Chief Counsel Memorandum deems promotional materials misstate and mischaracterize the technique's efficacy in certain circumstances. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | Proactively address risks that could affect the success of your practice. LEARN MORE |
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| FOCUSED ON THE FUTURE PODCAST | | | | Suzanne Siracuse | The Halbert Hargrove CEO discusses the importance of purposeful collaboration, being fearless on culture, clients and teams, and capturing a client’s loyalty for the long term.
Sponsored by Commonwealth
LISTEN NOW |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| WEBINAR | | | | Sponsored by iShares by BlackRock | | Join us tomorrow as we explore the importance of quality stocks in navigating market uncertainty post-Fed rate hikes and how they outperform historically. REGISTER NOW |
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