WealthManagment.com Daily Memo
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| TECHNOLOGY | | | | | | Davis Janowski | | The software developer plans to add headcount in engineering, marketing and business development. FULL ARTICLE |
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| ALTERNATIVE INVESTMENTS | | | | Diana Britton | | Gridline founder and CEO expects to use the funding to double its headcount over the next year, and projects reaching $2 billion of AUM in 2025. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Laserfiche | | Many technology innovations, originally meant to address the challenges of COVID-19, are proving to be useful outside the context of the pandemic — giving today’s financial advisor a unique opportunity to make their firm more cost-efficient, scalable and resilient through digital transformation. DOWNLOAD NOW |
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| REGULATION AND COMPLIANCE | | | | Matt Robinson | | The firm was accused of violating the so-called best execution rule, which requires brokers to find the most favorable terms for their customers. FULL ARTICLE |
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| MICHAEL KITCES' #FASUCCESS PODCAST | | | | Michael Kitces | | Eliza De Pardo describes the challenges that advisory firm founders face as they grow their businesses. LISTEN NOW |
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| SPONSORED REPORT | | | | Sponsored by AppFolio Investment Management | | Exclusive research from more than 100 investors details their goals and concerns about the real estate investment management best practices. DOWNLOAD REPORT |
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