WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Diana Britton | | Pathstone, with $35 billion in assets, becomes one of the first RIAs to buy a direct indexing platform; it plans to continue licensing the technology to other advisory firms. FULL ARTICLE |
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| INSIDE ETFS PODCAST | | | | Douglas Yones | Direxion's David Mazza discusses capital markets, market trends and investment opportunities based on current and expected market volatility.
Sponsored by Schwab Asset Management
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| WHITE PAPER | | | | Sponsored by Protective Life | | With tax laws in flux, advisors need to take advantage of all the tools available to help clients maximize after-tax portfolio returns. Here’s a guide to navigating retirement planning in a changing tax landscape. DOWNLOAD NOW |
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| BUSINESS PLANNING | | | | Matt Sonnen | | Knowing exactly who are you trying to serve has benefits beyond just marketing. FULL ARTICLE |
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| ESTATE PLANNING | | | | Joseph Bosik and Daniel F. Hayward | | What should fiduciaries do to protect themselves when faced with uncertainty regarding the tax consequences of this technique? FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Orion Advisor Tech | | Find out how technology can solve unnecessary complexities. LEARN MORE |
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