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SEPTEMBER 8, 2021

HIGH NET WORTH

Britney Spears' Father Petitions to End Conservatorship

David H. Lenok

Will the court #FreeBritney?

FULL ARTICLE

REAL ESTATE

Inside One Fund Manager’s Strategy for Pitching CRE Debt to Accredited Investors

Beth Mattson-Teig

Forum Capital buys real estate debt and repackages it into funds to make it accessible for retail investors.

FULL ARTICLE

SPONSORED CONTENT

Future Proofing Wealth Management

Sponsored by ServiceNow

Reimagine operating models to delivery on advisor & customer experiences.

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MARKETING

It’s Time to Diversify Your Marketing

Gary Foodim

Good marketing always starts with a strategy.

FULL ARTICLE

ETFS

Vanguard ETFs Lead as Flows Into U.S. Market Smash $600 Billion

Sam Potter

Investors have now poured $605 billion into the $6.8 trillion industry in 2021.

FULL ARTICLE

SPONSORED WEBINAR

Three Steps to New Growth in Wealth

Sponsored by FIS

Disruption will define this decade. Join this webinar on Sept. 9th at 4:15pm ET / 1:15pm PT for a discussion that will cover growth strategies wealth providers should focus on, actions to future-proof your growth models, and how fintech can help you execute your strategies successfully.

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Wealthies Circle Spotlight

Direct Indexing Strategies at Scale

Contributed by Vestmark

Offer personalized, tax-managed portfolios at scale.

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