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Wealth Management Daily Memo

JULY 27, 2022

TECHNOLOGY

FMG Acquires Content Marketing Platform Vestorly

Diana Britton

The company says the technology now brings “artificial intelligence” to all aspects of advisor marketing.

FULL ARTICLE

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INDUSTRY

SEI Launches Free Growth Lab

Ali Hibbs

The firm is giving the business-building tools away for free to all advisors, with an eye toward building client communities around the platform.

FULL ARTICLE

RESOURCE CENTER

Understanding RegTech: Manage the Increasing Complexity of Compliance

Sponsored by SS&C Black Diamond Wealth Platform

Explore the latest approaches for deploying RegTech solutions and how technology can lessen the burden associated with compliance.

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PHILANTHROPY

IRS in Hot Water Over Fraudulent Charities

Anna Sulkin

An application process designed to move along applications for tax exempt status has turned into a free-for-all.

FULL ARTICLE

401KTV

401(k) Real Talk Episode 26: July 27, 2022

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

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SPONSORED WEBINAR

The Surprising Truth About the Future of Bonds

Sponsored by Helios Quantitative Research

Join this webinar on July 28th to hear the Helios team discuss the quantitative data behind how bond valuations, duration, and yield come together in a surprising way that provides clear expectations.

REGISTER NOW