WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | Presidents and CEOs at Lincoln Investment, Stifel and Raymond James discussed the regulatory regime in Washington and the impact of the COVID-19 Omicron variant during a discussion at FSI’s OneVoice conference. FULL ARTICLE |
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RPA EDGE | | Fred Barstein | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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EXCLUSIVE RESEARCH | | Sponsored by Salesforce | Wealth management firms are focused on increased productivity and experience in 2022 – and they’re relying on technology to get them there. DOWNLOAD THE REPORT |
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PHILANTHROPY | | Bryan Kirk | Good strategies to use despite potential variability of federal tax laws. FULL ARTICLE |
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ADVISOR INNOVATIONS PODCAST | | David Armstrong | CAIS CEO Matt Brown discusses the role of alternative investments within the current market and the importance of education as investing continues to evolve. Sponsored by LPL Financial
LISTEN NOW |
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SPONSORED WEBINAR | | Sponsored by Magnifi by TIFIN | Join our panel of experts on Tuesday, Feb. 8th for an interactive discussion about how financial advisors can help clients drive impact on climate change and DEI with their portfolios. REGISTER NOW |
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