WealthManagment.com Daily Memo
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TECHNOLOGY | | | Samuel Steinberger | Hearsay Systems is releasing a video pre-review tool for compliance departments overwhelmed with the volume of advisor videos. FULL ARTICLE |
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INDUSTRY | | Patrick Donachie | Advisor Anthony David has created his own practice, Adalan Private Wealth, and aligned with Concurrent Advisors, a super OSJ of Raymond James Financial Services. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Laserfiche | Five Trends Driving This Decision DOWNLOAD NOW |
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EQUITIES | | Gabe Rissman | Gabe Rissman, president of YourStake, provides his take on November’s top ESG news items and research findings that advisors need to know. FULL ARTICLE |
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HIGH NET WORTH | | Albertina Torsoli | U.S. buyers of luxury today are younger and more affluent than in the past. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by ProShares | TIPS won’t protect against rising rates—rate hedged bonds can. FULL ARTICLE |
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SPONSORED WEBINAR | | Sponsored by Investments & Wealth Institute | This session on Monday, Dec. 20th reviews planning considerations and strategies for advisors looking for ways to lessen the impact of proposed tax changes around equity compensation. REGISTER NOW |
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