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Value of Assets Posted

Est. over 8+ Billion in assets posted
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Featured Service Providers

  • FirstBank Nigeria
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Social Media

RIA deal activity in the second half of 2021 alone exceeded the full year records set in 2020 and 2019 for number of deals and AUM, with 134 RIA deals representing $213.0B occurring since the end of June. Find out more in our Q4 2021 M&A Report. https://bit.ly/3rAVJWw

In the Institutional Investor Innovation Study, Fidelity introduced a new innovation framework to help institutions understand how their investment philosophies impact their decisions. Learn about the Investment Innovators Curve at https://bit.ly/3fUiDmB.

Do you think you’re missing out on connecting with #nextgeninvestors? We have three strategies to help you target young investors. https://bit.ly/3GGUAmz

How are your advisor peers connecting with #nextgeninvestors? We have three strategies to help you target young investors. https://bit.ly/3fx9cZW

In the Season 3 finale, Marc Squires and his guests discuss the future of financial planning and how technology, social platforms, and even gaming are affecting the evolving wealth management landscape. https://bit.ly/3A35UHd
#advisors #financialplanning #RIA #wealthmanagement

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Use #Taskize to appeal a penalty and benefit from a streamlined process, security, accuracy and ease.
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The #Taskize solution for the settlement penalty #appeal process is simple and efficient.
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Find out more about the calculation, reporting, collection and distribution of #CSDR cash penalties via this page: https://pos.li/2ke94w

Listed #Saudi government debt securities are to become #Euroclearable in March 2022! This is the result of close collaborations with @Edaa and other capital market partners in Saudi Arabia on key developments including regulatory reforms to guarantee #Euroclearability conditions.

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