WealthManagment.com Daily Memo
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REGULATION AND COMPLIANCE | | | Patrick Donachie | NASAA's annual enforcement report charted the continued problem of promissory note fraud, and the rise of interest in the metaverse in the securities markets. FULL ARTICLE |
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RIA NEWS | | Diana Britton | The move is part of the succession plan for AK Financial Group Founder Andrew Karlinski, who will wind down his RIA and transition to Private Advisor Group’s. FULL ARTICLE |
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RESOURCE CENTER | | Sponsored by Franklin Templeton | The shift to financial independence. LEARN MORE |
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401KTV | | Fred Barstein | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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FIXED INCOME | | Matthew Boesler | The unanimous decision takes the target range for the benchmark federal funds rate to 3% to 3.25% -- the highest level since before the 2008 financial crisis. FULL ARTICLE |
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WHITE PAPER | | Sponsored by Amundi Asset Management | The rotation towards value, international, less-expensive markets in a post- pandemic world is unlikely to be linear. Here’s a roadmap to navigating equities in an inflationary environment. DOWNLOAD NOW |
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SPONSORED WEBINAR | | Sponsored by Thrivent Advisor Network | Join us on Tuesday, Oct. 4th as an array of experts talk about how advisors can build more inclusive practices that attract and retain employees who look like—and understand—the diverse client bases they serve. REGISTER NOW |
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