WealthManagment.com Daily Memo
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INDUSTRY | | | Patrick Donachie | Captrust's acquisition of the $2.2 billion firm will be its 53rd since 2006. One Captrust executive says the move will boost family office services for clients. FULL ARTICLE |
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ESTATE PLANNING | | Susan R. Lipp | Three experts share their thoughts at the CFA Philadelphia Private Wealth Conference. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Thrivent Asset Management | Stay informed with a podcast for the driven financial advisor. LISTEN NOW |
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INSIDE ETFS PODCAST | | Douglas Yones | Invesco's John Feyerer discusses how ETFs have been adopted by investors, the approach Invesco focuses on when advising clients and what they are looking toward in 2022. Sponsored by Allianz
LISTEN NOW |
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MARKETING | | Stephen Boswell | Create something that's personal that your clients will really enjoy. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by NaviPlan by InvestCloud | A method for attracting & growing financially literate clientele. FULL ARTICLE |
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CELEBRITY ESTATES PODCAST | |
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MacKenzie Scott and the Future of Giving | |
David H. Lenok | |
MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint. Sponsored by Parametric
LISTEN NOW |
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SPONSORED WEBINAR | | Sponsored by Advisor Group | Join our team of coaching and succession experts on Dec. 9th, as they share proven tips to enhance your business goals in 2022. REGISTER NOW |
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