WealthManagment.com Daily Memo
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| REGULATION AND COMPLIANCE | | | | | | Diana Britton | | In the SEC proposal, RIAs would not be allowed to outsource to third parties unless they meet certain new requirements; some say the rule would be an extra burden for smaller advisors. FULL ARTICLE |
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| ESTATE PLANNING | | | | Susan R. Lipp | | The trustee hired his personal trainer to make critical spending decisions. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Voya Financial | | In its new perspectives paper, Voya Financial explores how employers can realize greater value by getting their workplace benefits and savings in sync. LEARN MORE |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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| RETIREMENT PLANNING | | | | Ben Steverman | | A new study shows why millennials may need to scrimp and save to equal their parents’ financial success. FULL ARTICLE |
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| RESOURCE CENTER | | | | Sponsored by United Planners Financial Services | | Every advisor knows that a succession plan is a must-have, yet most advisors don’t have one. This step-by-step guide will lead you through the planning process. LEARN MORE |
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| SPONSORED WEBINAR | | | | Sponsored by Distillate Capital | | Attend this webinar on November 11th and you will learn the legacy of value investing and what it was and was not intended to be, the change in our Economy over the last several decades and how GAAP rules are mandated to recognize (or miss) the creation of assets in today's world, and more. REGISTER NOW |
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