WealthManagment.com Daily Memo
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REAL ESTATE | | | WMRE Staff | WMRE talked to a number of real estate investment experts in the first two months of 2023 to get their takes on navigating a climate with higher interest rates and reduced sales volumes. FULL ARTICLE |
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TECHNOLOGY | | Davis Janowski | Our tech columnist adds context and history to some private equity news, plus his take on a robo's demise and AcreTrader's latest accolade. FULL ARTICLE |
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WHITE PAPER | | Sponsored by AdvisorEngine | Yes, your CRM can deliver the outcomes you need. Here’s how. LEARN MORE |
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TECHNOLOGY | | Rob Burgess | The wealthtech company announced Story Paths at its Ascent conference in Orlando. FULL ARTICLE |
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EQUITIES | | Lydia Beyoud and Katherine Doherty | The SEC chair said the regulator is more inclined to hold the interests of the investing public above others. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Riskalyze | Accelerate your firm’s growth in 2023 with this list of 100 ideas. LEARN MORE |
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