WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | The regulatory authority’s “2022 Examination and Risk Monitoring Program” report also looks at firms’ Form CRS compliance and approaches in working with clients via mobile apps. FULL ARTICLE |
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TECHNOLOGY | | Samuel Steinberger | YieldX has added wealth technology veteran Edmond Walters, founder of eMoney Advisor and Apprise Labs, to its board of advisors. FULL ARTICLE |
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SPONSORED SURVEY | | Can you help us with our quick survey, focused on the drivers of organic and inorganic growth for top-performing RIAs? TAKE THE SURVEY |
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401KTV | | Fred Barstein | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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HIGH NET WORTH | | Friedemann Thomma, Becca Chappell and Marianna Felshtiner | Certain elections available to U.S. taxpayers with direct interests in passive foreign investment companies will be impacted. FULL ARTICLE |
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