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SEPTEMBER 6, 2023

RIA NEWS

Modern Wealth Management Announces 4th Acquisition in 5-Month History

Ali Hibbs

Modern Wealth has completed its 4th acquisition since establishing anchor offices just weeks after a PE-backed April launch

FULL ARTICLE

ESTATE PLANNING

Don’t Underestimate the Value of 'Tschotchkes'

Marvin Blum

Unwanted items in an estate aren’t necessary a bunch of junk.

FULL ARTICLE

FASTCHAT VIDEO

How M&A is Impacting the Evolution of Wealth Management

Sponsored by Cambridge Investment Research

In our latest FastChat video interview, Mark Bruno talks with Kris Emick at Cambridge Investment Research, about the impact of M&A on the wealth management industry.

WATCH NOW

401KTV

401(k) Real Talk Episode 75: September 6, 2023

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

WATCH NOW

RETIREMENT PLANNING

High Earners Get Reprieve With Delay to Rule Change on 401(k) Catch-Ups

Suzanne Woolley

The IRS pushed back the date when higher earners will have to direct some contributions to a Roth account, giving employers time to adjust.

FULL ARTICLE

WHITE PAPER

Alternative Investments Are an Increasingly Popular Tool in Client Portfolios

Sponsored by Alternatives by Franklin Templeton

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

DOWNLOAD NOW

FOCUSED ON THE FUTURE PODCAST

Lazetta Braxton Offers Advice on Making an Impact by Doing the Work

Suzanne Siracuse

Lazetta Braxton, co-CEO of 2050 Wealth Partners discusses how she is structuring her firm to serve the investor of the future.

Sponsored by Commonwealth

LISTEN NOW

RIA EDGE PODCAST

DFA’s Catherine Williams on 2023 RIA M&A Gamechangers

Mark Bruno

Uncover the latest trends shaping the M&A sphere in 2023, driving strategic decisions and future success.

Sponsored Schwab Advisor Services

LISTEN NOW

WEBINAR

Sustainable Innovations Shaping Your Future

Sponsored by TIFIN

Dive into the future of investing! Join our webinar on Thursday, September 14 to uncover untold company stories, revolutionary innovations, and the enduring significance of sustainable investing.

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