WealthManagement.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | The Federation of Americans for Consumer Choice and several co-plaintiffs claim the Department of Labor wants to “fundamentally reshape” settled industry practices. FULL ARTICLE |
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REGULATION AND COMPLIANCE | | Patrick Donachie | Eddy Ray Blizzard pleaded guilty late last year to defrauding an elderly victim of his retirement funds. An FBI Special Agent said Blizzard deserved “every year” in prison. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by TradePMR | Insights from industry leaders on the dynamic technology landscape of wealth management. DOWNLOAD NOW |
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TECHNOLOGY | | Davis Janowski | While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financial services. FULL ARTICLE |
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