WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | A decade-long market of ever-rising asset prices has led many to overlook the need to formalize business development. In a more challenging growth environment, as much as 5% of revenue should be spent on marketing and sales, according to speakers at DeVoe & Co.'s annual conference. FULL ARTICLE |
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | The majority of Kylie Jenner's wealth comes from the sale of 51% of her cosmetics company for $600 million. LISTEN NOW |
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| WHITE PAPER | | | | Sponsored by Vanguard Charitable | | Make the most of available charitable tax deductions. DOWNLOAD NOW |
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| WEALTHSTACK TV | | | | Shannon Rosic | | AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer. WATCH NOW |
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| RETIREMENT PLANNING | | | | Suzanne Woolley | | Survey finds Americans born between 1965 and 1980 are concerned that government benefits won’t be there to support them in retirement. FULL ARTICLE |
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