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Wealth Management Daily Memo

JANUARY 11, 2018

TECHNOLOGY

Merrill Lynch Will Allow Advisors to Text Clients

Michael Thrasher

The broker/dealer plans to begin rolling out the new service to advisors this month.

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INDUSTRY

Former Luminous COO to Provide Operations Consulting to RIAs

Diana Britton

Advisors have been asking Matt Sonnen, CEO of PFI Advisors, for an outsourced COO offering since he launched two years ago. He's no longer fighting the market.

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SPONSORED CONTENT

Taking Advantage of Benchmarking

Sponsored by Kestra Financial

Measuring your business performance is the first step. The next step: Dealing with the results.

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PROSPECTING

The ONE Activity to Track This Year

Stephen Boswell and Kevin Nichols

How many times did you ask for the business?

FULL ARTICLE