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DECEMBER 1, 2022

RIA NEWS

Mercer Advisors Acquires $5B Regis Management Company

WealthManagement.com Staff

Mercer's latest acquisition adds $5 billion, multigenerational expertise to its platform.

FULL ARTICLE

RIA NEWS

Wealth Enhancement Group Acquires $237M Ginsburg Financial Advisors

WealthManagement.com Staff

Second Oakland deal in two weeks is WEG's 13th acquisition this year.

FULL ARTICLE

RESOURCE CENTER

Video Case Study: Differentiate with Specializations

Sponsored by The American College of Financial Services

In a world where advice is delivered through digital channels, it is important to have specializations in your skillset to help differentiate and articulate your value.

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TECHNOLOGY

November 2022 Riskalyze Fintech Five

Aaron Klein

Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

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MARKETING

Why Financial Advisors Should Never Buy Email Lists

Marcus Roth

It will likely result in more headaches than benefits.

FULL ARTICLE

WMIQ RESEARCH

Next: The Wealth Management Firm of the Future

Strategic Partner BNY Mellon | Pershing

The keys to driving growth and success for wealth management firms in 2023 and beyond.

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Podcasts

RIA EDGE PODCAST

Jackson Wood on Creating Personal, Meaningful Marketing Opportunities

Mark Bruno

Jackson Wood of Freedom Day Solutions discusses how he and his firm have used podcasts, YouTube and Instagram to connect with next-gen investors.

Sponsored by Schwab Advisor Services

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MINDY DIAMOND ON INDEPENDENCE

How an Ex-Merrill Advisor Found Autonomy, Abundance in Independence

Mindy Diamond and Louis Diamond

Jerry Davidse discusses his transition from Merrill to building RIA firm Presilium Private Wealth with partner Brook Hart.

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WHITE PAPER

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Podcasts