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JANUARY 12, 2023

RIA NEWS

Wealthcare Starts 2023 with 3rd M&A Deal in its History

Ali Hibbs

The acquisition of $100 million AUM Sommers Financial Management continues Wealthcare's burgeoning inorganic growth strategy.

FULL ARTICLE

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ETFS

The 20 ETFs With the Greatest Outflows in the Past Month

Aniket Ullal, CFRA Research

These funds lost the most money over the last 30 days.

FULL ARTICLE

2023 OUTLOOK

Financial Advisors' Biggest Asset is their Book of Business

Sponsored by ACT! LLC

Streamlining and investing in their biggest asset, financial advisors unlock opportunities for fostering deeper client connections.

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BUSINESS PLANNING

The Hard Side of Change Management

Matt Reiner

Truly transformational change takes more than adjustments to soft factors like your corporate culture or leadership style.

FULL ARTICLE

ETFS

When ESG Investing Looks an Awful Lot Like Gambling

Merryn Somerset Webb

If regulators are really worried about an epidemic of gambling in the stock market, they need to look in the right place.

FULL ARTICLE

SPONSORED WEBINAR

The Door Is Open … Wider: ESG Investing for Retirement Plans

Sponsored by Broadridge

Join this webinar on Jan. 19th for an explanation of the key changes in the DOL’s ESG ruling, as well as a summary of how the states and the industry are reacting to the regulation.

REGISTER NOW