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Wealth Management Morning Memo

MARCH 11, 2024

HIGH NET WORTH

Contrasting the Financial Priorities of Trump, Biden

Ronald J. Sanchez

The first terms of President Joe Biden and Donald Trump provide an idea about how they may manage the economy and how financial markets may react.

FULL ARTICLE

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ADJUSTED FOR RISK PODCAST

What's Ahead for Fixed Income Investors

Ryan Nauman

Victory Income Investors' Jim Jackson looks ahead despite the uncertainty over when the Federal Reserve will start cutting rates.

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WMIQ EXCLUSIVE RESEARCH

Maximizing Wealth Management Client Segmentation

Sponsored by BNY Mellon | Pershing

Navigating client segmentation in wealth management the challenges, benefits, and technological integration driving perspective and best practices.

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RPA

The Dangers of Using an Inexperienced ERISA Auditor

Fred Barstein

And why RPAs should care.

FULL ARTICLE

INDUSTRY

Fidelity Cuts About 700 Jobs, Its First Reduction Since 2017

Silla Brush

Fidelity shook up its senior management ranks last month.

FULL ARTICLE
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