WealthManagement.com Daily Memo
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RIA NEWS | | | Ali Hibbs | For XO Wealth Management, the partnership with Slate Hill will provide access to family office services and enhance its ability to tap into the private equity space. FULL ARTICLE |
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TECHNOLOGY | | Rob Burgess | The integration will enable advisors using Tamarac to manage client defined contribution accounts from within the platform. FULL ARTICLE |
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RESOURCE CENTER | | Sponsored by Wells Fargo Advisors | View the 2022 findings from the mouths of financial advisors about their needs, professional goals, and firm satisfaction. LEARN MORE |
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RIA NEWS | | Ali Hibbs | Sanctuary Wealth held a grand opening for its new East Coast headquarters on Madison Avenue in New York City. FULL ARTICLE |
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FIXED INCOME | | Rich Miller | The unanimous decision by the Federal Open Market Committee was in line with financial market expectations. FULL ARTICLE |
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