Morning Memo
Wealth Management Morning Memo

JULY 28, 2021

CAREERS

What Happens When You Resign from a Non-Broker Protocol Firm?

Be prepared for something to go wrong.

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ADVISOR CHANNELS

Two Advisor Group OSJs Combine to Create $9B Firm

GenXFinancial and Boston Partners Financial Group are coming together to create the largest super OSJ at Advisor Group's Royal Alliance, with $9 billion in total assets and 180 advisors. 

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SPONSORED CONTENT

Your Clients and the Real Cost of Commission-Free Trades

The savings investors see with commission-free trades are far outweighed by the expenses they don't see.

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REAL ESTATE

Real Estate ETFs Have Thrived in 2021

As the outlook has brightened for commercial real estate in 2021, ETFs built on the sector have enjoyed a strong run.

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CLIENT RELATIONS

Support Clients Through 'Who Am I Now?'

When one's role in life changes, we grieve. Here's how advisors can help.

FULL ARTICLE

SPONSORED WEBINAR

Portfolio Recommendations For The Long-Term

Attend this webinar on July 29th to develop a better understanding of the forces that have fostered andn enabled the use of debt as a panacea for economic ills, and anticipate how relationary policies might impact your clients' portfolios.

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