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Wealth Management Daily Memo

MARCH 3, 2023

REAL ESTATE

Eight Perspectives on Current Real Estate Investment Trends

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

WealthStack Roundup: Untangling Motive And Clearlake's Acquisition of Mediant Communications

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.

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WHITE PAPER

Turn Your CRM Into a Success Machine

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Yes, your CRM can deliver the outcomes you need. Here’s how.

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TECHNOLOGY

Orion Debuts New Direct Indexing Workflow

Rob Burgess

The wealthtech company announced Story Paths at its Ascent conference in Orlando.  

FULL ARTICLE

EQUITIES

SEC’s Gensler Open to Trading-Revamp Tweaks After Criticism

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

WHITE PAPER

100 Ways to Grow Your Wealth Management Firm

Sponsored by Riskalyze

Accelerate your firm’s growth in 2023 with this list of 100 ideas.

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