WealthManagment.com Daily Memo
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| COLLEGE PLANNING | | | | | | Lynn O'Shaughnessy | | Looking beyond loan forgiveness. FULL ARTICLE |
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| RPA EDGE | | | | Fred Barstein | | Who will have the advantage – RIAs or RPAs? FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion Advisor Tech | | Wealthtech survey shows a strong year for tech investments. DOWNLOAD NOW |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | Zephyr Market Strategist Ryan Nauman discusses how SMAs can free up more of a wealth manager's time and enhance the client experience. LISTEN NOW |
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| TECHNOLOGY | | | | Philipp Hecker | | True personalization means taking the time to understand your clients' preferred learning styles and communication preferences to lay the foundation for fruitful dialogue, genuine comprehension of your advice, and ultimately, sound decision-making and action by the client. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by MassMutual | | How whole life insurance can help retirees prepare for market downturns. LEARN MORE |
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