WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Advisor attrition is becoming increasingly common as next-gen talent consider their options—and they want ownership. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | Larry Swedroe | | Don’t listen to ‘gurus’ trying to panic investors into buying what they’re selling. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Rendezvous streamlines proposal generation and model assignments so you can focus on your client relationships. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Sean Murray explains how Envestnet is focused on the coming explosion of small retirement plans. WATCH NOW |
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| INDUSTRY | | | | Robert Burnson | | Wells Fargo was accused of making misleading statements about its compliance with federal consent orders following the 2016 scandal involving the opening of unauthorized customer accounts. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Nitrogen | | Accelerate your firm’s growth in 2023 with this list of 100 ideas. LEARN MORE |
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| TECHNOLOGY | |
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| Technology Trends with Molly Weiss | |
| Shannon Rosic | |
| AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer. WATCH NOW |
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| TECHNOLOGY | |
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| Embracing a Holistic Financial Ecosystem | |
| Shannon Rosic | |
| Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients. WATCH NOW |
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