WealthManagment.com Daily Memo
 
WMRE Daily

AUGUST 7, 2023

COLLEGE PLANNING

The Winners of the Latest Federal Student Loan Developments

Looking beyond loan forgiveness.

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RPA EDGE

Is the Recent Carson Acquisition of Northwest Capital Management the Beginning of a 401(k) Gold Rush by RIA Aggregators?

Who will have the advantage – RIAs or RPAs?

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WHITE PAPER

Client-Facing Technology Will Power Growth

Wealthtech survey shows a strong year for tech investments.

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ADJUSTED FOR RISK PODCAST

Inside Separately Managed Accounts

Zephyr Market Strategist Ryan Nauman discusses how SMAs can free up more of a wealth manager's time and enhance the client experience.

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TECHNOLOGY

Why the Mode of Communication Matters for Advisors

True personalization means taking the time to understand your clients' preferred learning styles and communication preferences to lay the foundation for fruitful dialogue, genuine comprehension of your advice, and ultimately, sound decision-making and action by the client.

FULL ARTICLE

SPONSORED CONTENT

Taming Volatility With a Flexible Retirement Portfolio

How whole life insurance can help retirees prepare for market downturns.

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