WealthManagment.com Daily Memo
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Wealth Management Daily Memo

APRIL 19, 2018

INDUSTRY

Advisors Greet SEC’s Best Interest Proposal with Skepticism

David H. Lenok

Even those who are pleased with the result agree there's much work to be done.

FULL ARTICLE

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ADVISOR CHANNELS

Doug Ketterer's Atria Wealth Acquires $23 Billion IBD

Diana Britton

This time, the former Morgan Stanley executive has scooped up Cadaret, Grant & Co., the privately-owned independent b/d based in Syracuse, N.Y., with about 900 advisors.

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SPONSORED CONTENT

Commodities Have Miles to Run on Rate Hike

Sponsored by VanEck Funds

The time for investors to critically evaluate their portfolio's performance in rising interest rate environments has arrived.

FULL ARTICLE

BUSINESS PLANNING

Fix My Business: Good Help Is Hard to Find

Anne Field

The right administrative staff can make all the difference.

FULL ARTICLE