WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

JULY 6, 2023

TECHNOLOGY

30 Million People Joined Threads Overnight. Will Advisors Get on Board?

Threads seems to be an instant hit, yet many advisors are unsure about it.

FULL ARTICLE

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PEOPLE

Former LPL Exec Returns to Build Out Succession, M&A Functions

Jeremy Holly, who left the broker/dealer in 2021 to join SageView Advisory Group, has returned to lead strategic business development.

FULL ARTICLE

RESOURCE CENTER

Drive Clarity and Confidence in the Advisor-Client Relationship

See how client-focused technology, that works the way you do, can empower you to provide an exceptional level of service.

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EQUITIES

The Evolution of Small Cap Investing

In nearly 40 years, small caps have gone from fad to a fundamental asset class.

FULL ARTICLE

MUTUAL FUNDS

SEC to Release New Rules for $5.5T Money-Market Industry

The SEC first introduced plans for new rules in December 2021. That proposal would have imposed swing pricing requirements that critics said could make funds more costly and less attractive.

FULL ARTICLE

WHITE PAPER

Advisors: Capitalize on Emerging Opportunities in a Rapidly Shifting Market

Unlock the power of alternative assets with SDIRAs.

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Advisors and AI

The Rapid Pace Of Generative AI For Advisors

Our human technology columnist does his best to keep up with the latest generative AI now available (or soon will be) to advisors.

FULL ARTICLE

AI vs. Mr. Market—Who Wins?

AI is off to a poor start in this race.


FULL ARTICLE

SPONSORED WEBINAR

The Psychology of Custom Indexing

Join this webinar on July 18th to discover the hidden forces that drive investor behavior and the unique strategies employed in custom indexing to optimize portfolio performance.

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