WealthManagment.com Daily Memo
 
Wealth Management Daily Memo

SEPTEMBER 2, 2022

Orion to Pull Back on Acquisitions, Focus on Integration

Tapping into Amazon's cloud service, the wealthtech company will slow its acquisition pace to focus on integrating the multiple businesses—and data—into one unified platform, executives say.

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Regulatory

CFP Board Vacates Suspension of Former UBS Advisor

The CFP Board reversed Joseph Whitney's interim suspension after New Jersey prosecutors dismissed criminal charges of conspiracy against him.

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Investment

Retail Trading Army Is Seeing Power Wane in Stock Market It Once Ruled

Their ability to move markets is being offset by increasingly bearish institutional investors taking cues from the Federal Reserve.

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Opinions

Opinion: Wall Street Is in Denial Over the Economy

The US economy is currently weak, but the real economy is even weaker.

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