Morning Memo
 
Wealth Management Morning Memo

JANUARY 6, 2023

ETFS

Walking Through December's ETF Launches

Almost two dozen ETFs made their market debuts in the last month of 2022.

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CAREERS

Ten Ways Advisors Can Set Themselves Up for Success in 2023

The new year can be an opportunity to take stock and reflect.  

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RESOURCE CENTER

Dividend Growth Investing Insights

Strategies focused on companies with the longest records of consistent dividend growth.

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MARKETING

Five Must-Haves for Financial Advisor Websites

A bad website can be just as harmful for your business as having no website at all.

FULL ARTICLE

REGULATION AND COMPLIANCE

SEC's Stock Proposals Fix What Ain't Really Broken

Gary Gensler wants to level the playing field for regular folks navigating a fragmented marketplace.

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FASTCHAT VIDEO

Providing Greater Access and Personalization to Investment Advice

Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. FNZ provides digital-first, integrated solutions, enabling efficient and tailored advice, with an end-to-end wealth management technology solution.

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