WealthManagment.com Daily Memo
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INDUSTRY | | | Patrick Donachie | The Onyx Advisor Network was founded by Berknell Financial Group Founder Dasarte Yarnway and Gen Next Wealth Founder and CEO Emlen Miles-Mattingly, who hope the platform will offer advisors community, compliance and custodial services. FULL ARTICLE |
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PEOPLE | | Patrick Donachie | The former senior vice president for Salesforce will lead the Client Relationship Group starting in January. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Franklin Templeton | Timely insights to help advisors build better retirement income portfolios. DISCOVER MORE |
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PEOPLE | | Max Abelson | Harris, 59, had been chair of the Morgan Stanley Foundation from 2005 to 2014. She will be a senior client advisor. FULL ARTICLE |
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RETIREMENT PLANNING | | Clive Slovin | Retirement savers need more investment options, not fewer FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Laserfiche | Five Trends Driving This Decision. DOWNLOAD NOW |
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WMRE COMMON AREA PODCAST | |
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Finding CRE Deals Amid Uncertainty | |
David Bodamer | |
Eric Birnbaum, founder and CEO of Dreamscape Companies, joins the podcast to talk about how his firm has approached making deals during the past two years. Sponsored by Moody's Analytics
LISTEN NOW |
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SPONSORED WEBINAR | | Sponsored by Transamerica | This presentation on Wednesday, Dec. 15th covers national debt, the current status on tax reform and strategies for uncertainty. REGISTER NOW |
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