WealthManagment.com Daily Memo
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TECHNOLOGY | | | The race is on to provide direct indexing for advisors. Pershing's latest move shows it wants to beat competitors like Schwab and Fidelity. FULL ARTICLE |
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ETFS | | Diana Britton | In this week's fund news, Ritholtz and WisdomTree launch the RWM WisdomTree Crypto Index, Thrivent gets into the ETF business, Apollo moves further into wealth management, and the first NFT-focused ETF comes to market. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by NaviPlan by InvestCloud | A method for attracting & growing financially literate clientele. LEARN MORE |
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WEALTHIES CIRCLE PODCAST | | Davis Janowski | Fidelity's Amanda Robinson and Bill Spera discuss the key differences in expectations of Gen X, Y and Z clients compared to baby boomers. LISTEN |
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CAREERS | | Kate Healy | How giving what you can, when you can helps your community and builds your brand. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by LPL Financial | Thinking about transitioning your business undoubtedly raises questions and concerns. DOWNLOAD NOW |
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ADVISOR INNOVATIONS PODCAST | |
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Ric Edelman Looks to the Future | |
David Armstrong | |
Now that he's stepped away from his firm, Ric Edelman is focused on investments based on technologies that will transform our lives and is on a mission to educate advisors about cryptocurrency. Sponsored by LPL Financial
LISTEN NOW |
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SPONSORED WEBINAR | | Sponsored by Parametric | In this webinar on Dec. 7th, we'll look at 5 strategies for unwinding concentrated stock positions as well as a sample allocaiton. REGISTER NOW |
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