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Wealth Management Daily Memo

JUNE 14, 2018

DOL FIDUCIARY RULE

Opinion: Fiduciary Duties Need to Extend to Research

David Trainer

The SEC’s best interest proposal fails to consider the foundations upon which investment recommendations are made – conflict-free securities research.

FULL ARTICLE

PROSPECTING

How Well Do You Know the Affluent Sales Cycle?

Stephen Boswell and Kevin Nichols

Take this quiz to test how well you know affluent prospects.

FULL ARTICLE

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TECHNOLOGY

Next-Generation Technology Solutions to Propel Your Financial Firm Forward

Alissa Lovens

Advisors, professionals and IT decision-makers can no longer afford to ignore network improvements and security requirements.

FULL ARTICLE