WealthManagement.com Daily Memo
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| HIGH NET WORTH | | | | | | Susan R. Lipp | | New survey sheds light on spending and investing plans. FULL ARTICLE |
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| REGULATION AND COMPLIANCE | | | | WealthManagement.com Staff | | Massachusetts becomes the 30th state to enact a rule or law based upon the model passed by the National Association of Insurance Commissioners, intended to align state regs for annuity sales with the SEC’s Regulation Best Interest. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by Wells Fargo Advisors | | View the 2022 findings from the mouths of financial advisors about their needs, professional goals, and firm satisfaction. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. FULL ARTICLE |
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| EQUITIES | | | | Bob Van Voris | | The eight defendants allegedly perpetrated a "pump and dump" scheme using their social media followers on Twitter and Discord. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Practifi | | Despite the challenges of merging and acquiring financial businesses, having the right practices, processes and technology can make for a smoother journey. Here’s how to navigate the landscape. DOWNLOAD NOW |
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| SPONSORED WEBINAR | | | | Sponsored by Addepar | | Join us on December 19th as we explore the evolution and future of client reporting across the industry. We’ll review why customization is key and how effective reporting can enable asset retention and generate new business. REGISTER NOW |
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