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Wealth Management Daily Memo

DECEMBER 28, 2022

COLLEGE PLANNING

How Academic Majors Can Impact College Acceptance Rates

Lynn O'Shaughnessy

Many colleges’ acceptance rates can vary significantly by academic major.

FULL ARTICLE

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CLIENT RELATIONS

Identifying the ‘Hidden’ ESG Investor

Zach Conway

ESG investing is not just for the 'woke.' We all have values that drive our decisions in life, influencing everything from the food we eat to the relationships we establish.  

FULL ARTICLE

RESOURCE CENTER

The Family Office Playbook for Evaluating New Technology

Sponsored by BILL

Explore practical tips for identifying the most important technology needs of family offices and evaluating solutions.

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MARKETING

Block Method: A Structured Approach to On-Camera Delivery

Kevin Nichols

This is how you should shoot video.  

FULL ARTICLE

MUTUAL FUNDS

Starving for Yield? Check Out Money-Market Funds

Alexis Leondis

One upside of the Fed’s inflation fight has been a surge in the rates paid by mutual funds that invest mostly in short-term government bonds.  

FULL ARTICLE

WHITE PAPER

7 Keys to Success: Compliant Texting

Sponsored by Hearsay Social

Your guide to compliant and scalable texting.

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