WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | The new rule from the commission was the “hottest” topic for the second straight year in the Investment Adviser Association’s annual compliance survey, with ESG concerns cracking the top three for the first time. FULL ARTICLE |
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| TECHNOLOGY | | | | Davis Janowski | | With Pontera integration, TAMP GeoWealth gets a 401(k) management boost, another asset manager goes retail digital, and Advisor360° improves Beneficiaries. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Explore the universal wealth platform concept and see how it can apply to different types of wealth firms—from broker-dealers to independent advisors to family offices—enabling them to gain scale, differentiate their offerings, and deliver an outstanding, modern, digital experience to both advisors and clients. LEARN MORE |
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| ETFS | | | | Aniket Ullal, CFRA Research | | As the market dropped, these funds took in the most money. FULL ARTICLE |
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| EQUITIES | | | | Dan Irvine | | To hedge against rising rates and inflation, move to cash and gold. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by LPL Financial | | If you’re considering changing firms, choosing the right partner to drive your practice forward is an important decision. LEARN MORE |
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| THE HEALTHY ADVISOR PODCAST | |
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| Closure at the Grave With Vance Barse | |
| Diana Britton | |
Advisor Vance Barse never had a relationship with his biological father and carried around a lot of emotional baggage as a result. But when his father passed away, he finally got the closure he needed. And that moment was life-changing.
Sponsored by United Planners Financial Services
LISTEN NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Allianz | | This webinar on July 13th will offer the first live look at the report's key findings, as well as explores takeaways that can help make an advisor's retirement planning efforts more productive. REGISTER NOW |
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