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Wealth Management Morning Memo

APRIL 10, 2023

RETIREMENT PLANNING

Talking With Clients About Social Security’s Finances

Mark Miller

How should financial planners respond to client worries about Social Security’s future?

FULL ARTICLE

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EQUITIES

SMArtX Advisory Solutions Adds 54 Strategies to UMA Platform

Rob Burgess

The platform now features 1,181 strategies from 290 asset management firms, according to the company.

FULL ARTICLE

SPONSORED CONTENT

Are You Talking to Your Clients About Income-Tax Diversification?

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Income-tax diversification plays an important role in retirement accumulation and income strategy planning.

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TECHNOLOGY

March 2023 Riskalyze Fintech Five

Aaron Klein

Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

WATCH NOW

MUTUAL FUNDS

Money Market Funds Are Surging in Popularity. Here’s What Clients Need to Know

Suzanne Woolley

Banking turmoil and high yields pushed money market assets to a record $5.25 trillion this week.

FULL ARTICLE

SPONSORED CONTENT

Morningstar’s Primer on Defined Outcome ETFs

Sponsored by Morningstar

Learn how defined outcome ETFs work and how investors can use them

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