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Pay-to-Play Case Is Cautionary Tale for Advisors, Political Donations

Morning Memo
 
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Wealth Management Morning Memo

JUNE 10, 2024

REGULATION AND COMPLIANCE

Recent Pay-to-Play Case Is Cautionary Tale for Advisors and Political Contributions

Diana Britton

Political contributions can pose compliance concerns—and reputational risks—to firms in a hotly contested election year.

FULL ARTICLE

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TECHNOLOGY

YourStake To Provide AI-Powered APIs To Apex Fintech Solutions

Rob Burgess

The Document-to-Portfolio tool aims to allow users to upload images or PDF files of account statements from brokerages and banks, automatically populate account transfer details and receive real-time financial analysis.

FULL ARTICLE

WHITE PAPER

Managing Risk with a Multi-Manager Implementation

Sponsored by Brinker Capital Investments

A behaviorally-oriented approach to help investors succeed.

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HIGH NET WORTH

How Wealth Managers Can Compete With Family Offices for UHNW Clients

David H. Lenok

According to the new Capgemini World Wealth Report, advisors and families offices are eyeing the same pool of ultra-wealthy clients. By working together, they could both benefit.

FULL ARTICLE

TECHNOLOGY

The Word on WealthTech for June 2024

Doug Fritz

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

FULL ARTICLE

SPONSORED CONTENT

Mike Everett, MyVest, on RIAs Driving Organic Growth and Managing Change

Sponsored by MyVest

The importance of a household approach, value addition, and effective change management strategies.

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