WealthManagement.com Daily Memo
 
Wealth Management Morning Memo

DECEMBER 22, 2023

The Top ETFs of 2023

This list includes the best-performing ETF from the top sector sub-categories of the past year.

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WHAT'S IN MY WEALTHSTACK

Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration

Cynthia Zalewsky, president of $45 million in AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on.

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RPA EDGE

Overlooked Fiduciary Risks for Retirement Plan Sponsors

Potential failures range from cyber theft to fee inflation to document mismanagement.

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The Top Nine WealthManagement.com Podcasts for 2023

These nine episodes provide diverse points of view, cutting-edge information, inspirational guests and valuable insights to help advisors improve both their professional and personal lives.

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