WealthManagment.com Daily Memo
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| BUSINESS PLANNING | | | | | | Penny Phillips | | Selling even a portion of an advisory business is a major decision and life event. It’s not one that should be rushed or taken lightly. WATCH NOW |
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| REGULATION AND COMPLIANCE | | | | Patrick Donachie | | Total fines would have fallen significantly over 2020 if not for the $57 million penalty against the trading app Robinhood, according to law firm Eversheds Sutherland. FULL ARTICLE |
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| SPONSORED REPORT | | | | Sponsored by AppFolio Investment Management | | Exclusive research from more than 100 investors details their goals and concerns about the real estate investment management best practices. LEARN MORE |
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| RPA EDGE | | | | Shawn O'Brien | | Accurate participant data is a valuable asset to many retirement plan providers. FULL ARTICLE |
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| ETFS | | | | Vildana Hajric | | The price of the Tuttle Capital Short Innovation ETF (SARK) on Friday closed higher than Wood’s ARK Innovation ETF (ARKK) for the first time. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Commonwealth Financial Network | | Explore comprehensive financial planning solutions for HNW clients. LEARN MORE |
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| ADVISOR INNOVATIONS PODCAST | |
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| GeoWealth’s Colin Falls | |
| David Armstrong | |
GeoWealth President Colin Falls on the firm's growth trajectory and how technology can ease the tension for RIAs between model portfolios and customized investment management.
Sponsored by LPL Financial
LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by St. Jude Children's Research Hospital | | Join us on Mar. 16th for this timely webinar that will examine the trends and opportunities that will bring crypto and NFTs to the mainstream. REGISTER NOW |
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