WealthManagement.com Daily Memo
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REAL ESTATE | | | David Bodamer | The latest Hodes Weill Real Estate Allocation Manager found that the most sophisticated institutions still invest in REITs alongside private placements and direct investments. FULL ARTICLE |
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RPA EDGE | | Fred Barstein | Convergence and the growth of new plans are beyond what RPAs can handle. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Nationwide | Provide Social Security insights and actionable planning steps. LEARN MORE |
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ADJUSTED FOR RISK PODCAST | | Ryan Nauman | Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data. WATCH NOW |
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HIGH NET WORTH | | Ashley Whittaker | Band-aid solutions will no longer work. FULL ARTICLE |
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