WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Davis Janowski | | This week alone brought news of a Orion, Redtail and Snappy Kraken mashup; an FMG and Catchlight partnership; and Envestnet's continued expansion plans. FULL ARTICLE |
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| OPINION | | | | Robert Cruz | | The big fines levied against the big banks is just the beginning. For RIAs to steer clear of the SEC, they need to do more than just prohibiting the usage of certain apps. FULL ARTICLE |
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| SPONSORED GALLERY | | | | Sponsored by WealthMark™ | | To provide wealth management firms with the reliable, insightful and useful insights needed to attract and retain high-net-worth clients, Schmidt Market Research created WealthMark™. LEARN MORE |
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| WEALTHIES CIRCLE PODCAST | | | | WealthManagement.com Staff | | In the first episode of this relaunched series, industry leaders discuss how the lack of succession planning among advisors is creating issues for them and their clients. LISTEN NOW |
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| MUTUAL FUNDS | | | | Suzanne Woolley | | Meta, Amazon and other beleaguered companies are an outsized part of many of the most popular funds. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by FNZ | | Public consciousness, financially engaged younger generations, and intergenerational wealth transfers have all contributed to ferocious demand for sustainable investment solutions. Learn how Impact Economics provides a working alternative to ESG scores and managing a company's interaction with society. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Laserfiche | | Join this complimentary webinar on November 3rd to discover how a low-code approach can accelerate digital transformation in wealth management and enhance client experiences. REGISTER NOW |
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