Morning Memo
Wealth Management Morning Memo

JULY 6, 2020

COLLEGE PLANNING

Getting Into Elite Colleges May Just Have Gotten Easier

Many elite colleges and universities are not requiring the submission of SAT or ACT scores for the 2021–2022 admission season.  

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REGULATION AND COMPLIANCE

NASAA Proposes Restitution Funds for Victims of Securities Violations

The model act is currently open for public comment until the end of the month, and if passed, it would be up to individual states to enact legislation.

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SPONSORED CONTENT

Three Advantages of Going Independent

Ever wonder why so many choose to run their own business?

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PEOPLE

eMoney Sponsoring Advisor’s FinTech Challenge

Advisor Mac Gardner's fintech competition is open to financial planning and computer programming students to combine efforts and create a financial literacy app.    

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The Daily Brief

TECHNOLOGY

WBI Adds Separate Accounts to Advisor-Assisted Robo, Cy

Cy has been upgraded to include several separately managed account strategies.

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SPONSORED WEBINAR

Realizing Uncapped Potential in Defined Outcome ETFs

Attend this timely webinar on July 16 as our presenters cover how structured outcome ETFs are defined, a new type of ETF that includes a "buffer" strategy while removing hard participation cap, and more.

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INDUSTRY

LPL Loses Oregon-Based Credit Union Team to Securities America

The Oregon Community Credit Union team, which oversees $340 million in client assets, has affiliated with Priority Financial Group, a Phoenix-based hybrid RIA and super OSJ of Securities America.

FULL ARTICLE

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