WealthManagment.com Daily Memo
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Wealth Management Daily Memo

NOVEMBER 9, 2020

INDUSTRY

Advisors See Tax, Regulatory Implications of Biden Presidency

WealthManagement.com Staff

The SEC’s Reg BI and the DOL’s new fiduciary rule could both be revisited by a Democratic administration.

FULL ARTICLE

BUSINESS PLANNING

What Advisors Need to Grow Amid COVID-19

Todd Resnick

The ongoing crisis offers the perfect time to focus on self-development and professional development.

FULL ARTICLE

SPONSORED WEBINAR

The Future of America: Who Won & Why

Sponsored by CAIS IQ

Join Frank Luntz and other industry experts across politics and finance as they share their views on the results of U.S. election.

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RETIREMENT PLANNING

Target-Date Funds Are Too Risky for Savers

Jared Dillian

The allocations underpinning these vehicles are a function of the peculiar belief in that stocks are the best way to save for retirement.

FULL ARTICLE

EXCLUSIVE RESEARCH

The Role of Social Media Campaigns in Referral Programs

Sponsored by Columbia Threadneedle Investments

When acquiring new prospects, social media strategies provide necessary support.

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Wealthies Circle Spotlight

Transform for the Future

Contributed by Fidelity Investments

Modernizing the advisor experience: See how Fidelity is combining technology and service to help transform the way advisors and firms do business, freeing time and effort to concentrate on serving their clients in ways that they value most.

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VISIT THE WEALTHIES CIRCLE