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Wealth Management Daily Memo

FEBRUARY 25, 2020

REGULATION AND COMPLIANCE

The Challenge of Complying in Plain English

Patrick Donachie

As Reg BI’s implementation date approaches, firms are grappling with the Form CRS challenge of explaining themselves both briefly and clearly.

FULL ARTICLE

CAREERS

Raymond James Creates WealthMAP Pipeline for Future Advisors

Diana Britton

The firm has developed a new program to prepare recent graduates and career changers for its formal advisor training program, with an emphasis on financial planning.

FULL ARTICLE

SPONSORED CONTENT

Changing of the Guard?

Sponsored by Global Beta Advisors

As we move along in year 11 of the country's longest ever bull market, it's fair to wonder when it will end.

FULL ARTICLE

PHILANTHROPY

IRS Releases List of Topics on Which it Won't Rule

Conrad Teitell

Key knowledge when advising charities and their donors on private letter rulings.

FULL ARTICLE

SPONSORED CONTENT

Five Attributes of a Strategic Practice Buyer

Sponsored by Cetera

While there’s no silver bullet for growing your business, acquisitions come close.

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