WealthManagment.com Daily Memo
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| ALTERNATIVE INVESTMENTS | | | | | | Lydia Beyoud | | The SEC has warned that celebrities touting cryptocurrencies it deems securities need to make clear to investors if they’re paid for the backing. FULL ARTICLE |
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| RPA EDGE | | | | Fred Barstein | | Tremendous opportunities exist for those that adjust. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Hearsay Social | | Your guide to compliant and scalable texting. LEARN MORE |
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| CAREERS | | | | Penny Phillips | | Best practices and steps to take prior to resigning that will ensure you hit the ground running once you are registered with your new firm. WATCH NOW |
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| CLIENT RELATIONS | | | | Matt Oechsli | | Common sense isn’t always common practice. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Bill.com | | Join this webinar on Thurs. Oct. 13th as our presenters discuss an overview of trends in the advisortech software space, and best practices on how to increase the success rate of integrations across your wealthstack. REGISTER NOW |
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