WealthManagement.com Daily Memo
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| INDUSTRY | | | | | | Layan Odeh | | CI Financial plans to use proceeds from the IPO to improve its balance sheet, which had nearly C$4 billion ($3 billion) in debt as of Sept. 30. FULL ARTICLE |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | Zephyr Market Strategist Ryan Nauman highlights eight topics that he will be watching in 2023 that will drive markets and considerations to prepare investment portfolios for the new year. WATCH NOW |
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| WHITE PAPER | | | | Sponsored by AssetMark | | From advisor to entrepreneur, determine which approach is right for you. DOWNLOAD NOW |
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| TECHNOLOGY | | | | Helen Johnson | | Improperly secured data or a lack of defense layers could leave your firm open to outside attacks. FULL ARTICLE |
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| PEOPLE | | | | Sonali Basak and John Gittelsohn | | No other bond king could come close to bench-pressing 495 pounds 20 times over, as he did in his prime. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by ProShares | | Strategies focused on companies with the longest records of consistent dividend growth. LEARN MORE |
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| RESOURCE CENTER | | | | Sponsored by The American College of Financial Services | | Advisors transitioning to pure independence must plot a sustainable path for growth. That requires identifying challenges and developing solutions to thrive in a competitive marketplace. LEARN MORE |
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