WealthManagement.com Daily Memo
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RIA NEWS | | | 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 | | Aniket Ullal, CFRA Research | These funds lost the most money over the last 30 days. FULL ARTICLE |
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2023 OUTLOOK | | Sponsored by ACT! LLC | Streamlining and investing in their biggest asset, financial advisors unlock opportunities for fostering deeper client connections. LEARN MORE |
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BUSINESS PLANNING | | Matt Reiner | Truly transformational change takes more than adjustments to soft factors like your corporate culture or leadership style. FULL ARTICLE |
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ETFS | | 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 |
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SPONSORED WEBINAR | | 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 |
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