WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 16, 2020

TECHNOLOGY

Orion CEO Denies Report It Is For Sale

Orion Advisor Solutions' valuation of $1.875 billion is a "very big number," says CEO Eric Clarke.

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ETFS

The Top Performing ETFs of the Past 3 Months

Biotechnology and healthcare focused funds dominated the list of those with the highest returns over the past three months.

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SPONSORED CONTENT

Exclusive Research: Advisors’ Continue to Build Compliance Resources

Increased attention to regulatory compliance appears to be paying off at audit time.

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HIGH NET WORTH

Representing Global Families is More Complex Than Ever

We’re living in a time where change is the new norm, according to Joshua Rubenstein.

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