WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | A California federal court judge found Mark Boucher and his company Strategic Wealth Advisor Group Services liable for stealing for more than $2.2 million from clients. FULL ARTICLE |
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ADVISOR INNOVATIONS PODCAST | | David Armstrong | Facet Wealth’s Anders Jones on building a hyper-efficient financial planning firm for the mass affluent. Sponsored by LPL Financial
LISTEN NOW |
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SPONSORED CONTENT | | Sponsored by Proshares | Don’t make a mistake by overlooking global dividend stocks. LEARN MORE |
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ESTATE PLANNING | | David A. Handler and Alison E. Lothes | Revenue Procedure 2022-3 says IRS won’t grant PLRs on these issues. FULL ARTICLE |
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ETFS | | Peyton Forte | Fifty new funds have launched so far in 2022, compared with 38 at this point last year. FULL ARTICLE |
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SPONSORED WEBINAR | | Sponsored by Bill.com | Join us on Tuesday, Mar. 8th to hear real world examples from top wealth management and family office firms. They will provide actionable takeaways for how you can future-proof your business, expand your service offering while maintaining profitability. REGISTER NOW |
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