Morning Memo
 
Wealth Management Morning Memo

DECEMBER 5, 2022

INDUSTRY

Advisor Group Tweaks Rep Pricing for 2023

Advisor Group announced a series of changes to its pricing structure, including a new bundled affiliation fee and annual fee for directly held mutual fund positions.  

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INDUSTRY

Cetera Shutters First Allied Registration, Brand

Reps for First Allied Securities, the San Diego-based independent broker/dealer that's been in business since 1994, will integrate into sister company Cetera Advisors.

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WMTV ON LOCATION

Jack Snyder and Robert Hickey on Opportunities in Public and Private Credit

First Eagle Investments’ Jack Snyder, National Sales Manager, Wirehouse & RIA Channel & Head of Retail Alternatives, and Robert Hickey, Senior Managing Director talk about expanding opportunities to invest in alternative credit markets.

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PHILANTHROPY

High-Net-Worth Philanthropy Trends By The Numbers

These five findings provide a benchmark for affluent philanthropists and the advisors who support them.

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ETFS

The Most Actively Traded ETFs in the Past Month

These funds saw the most activity over the past 30 days.

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WHITE PAPER

Tips For Creating A Repeatable, Measurable M&A Process

Despite the challenges of merging and acquiring financial businesses, having the right practices, processes and technology can make for a smoother journey. Here’s how to navigate the landscape.

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WMTV

401KTV

401(k) Real Talk Episode 43: December 2, 2022

Open, honest and candid discussions about the latest news in the RPA industry.

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TECHNOLOGY

November 2022 Riskalyze Fintech Five

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

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SPONSORED WEBINAR

Energize Your Portfolio: The Metals and Miners Critical to Battery Production

Join our panel of experts on Dec. 8th for an enlightening discussion on the potentially exciting investment opportunity in battery metals mining.

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