WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | The Cleveland-based acquisition strengthens MAI’s foothold in Northeast Ohio as it continues efforts to add new capabilities. FULL ARTICLE |
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| RIA NEWS | | | | WealthManagement.com Staff | | The former Reynolds Investment Management will partner under the Captrust banner with a Greenville, S.C. team acquired last year. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Commonwealth Financial Network | | Explore succession planning options as an independent advisor. DOWNLOAD WHITE PAPER |
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| NEXT PODCAST | | | | Mark Bruno | Mercer Advisors' Martine Lellis discusses how the role of financial advisor is evolving with client need.
Sponsored by BNY | Mellon
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| ETFS | | | | Wes Crill and Bryan Ting | | Single stock ETFs may be a case of the wrong thing done for the wrong reason, writes Dimensional's head of investment strategies. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Explore the latest approaches for deploying RegTech solutions and how technology can lessen the burden associated with compliance. DOWNLOAD NOW |
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