WealthManagement.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Patrick Donachie | | Supporters and critics of the proposed rule are setting up discussions with the Office of Management and Budget, one of the last steps before the final rule will be revealed. FULL ARTICLE |
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| RIA NEWS | | | | Ali Hibbs | | Professionalization, new investors and market realities are changing the rules of RIA M&A, according to research from Advisor Growth Strategies. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Altus Group | | The lowest level of volume ($) since 2013. View recent volumes and trends for Q4 '23. LEARN MORE |
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| ALTERNATIVE INVESTMENTS | | | | Elaine Misonzhnik | | Wilshire’s experts will help Yieldstreet’s clients engage in new investment strategies and get access to investments sourced by an institutional advisor. FULL ARTICLE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussion about 401(k) led retirements, the DOL fiduciary rule, the changing business models for record keepers and more. WATCH NOW |
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| EQUITIES | | | | Larry Swedroe | | Dollar-cost averaging is an inferior investment strategy. FULL ARTICLE |
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