WealthManagment.com Daily Memo
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WEALTHMANAGEMENT EDGE | | | Diana Britton | Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces. FULL ARTICLE |
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ALTERNATIVE INVESTMENTS | | Peter Hans | Although prices are currently down, volatility is high and uncertainty prevails, the fundamental purpose of the digital asset ecosystem remains firmly grounded. FULL ARTICLE |
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FASTCHAT VIDEO | | Sponsored by Protective Life | Why is tax planning such an important part of an advisor’s value proposition? WATCH NOW |
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401KTV | | Fred Barstein | Open, honest and candid discussions about the latest news in the RPA industry. WATCH NOW |
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ETFS | | Aniket Ullal, CFRA Research | Funds focused on volatility and cannabis performed the worst over the last three years. FULL ARTICLE |
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SPONSORED CONTENT | | Sponsored by Goldman Sachs Asset Management | Investors today want choices, not a one-size-fits all strategy. LEARN MORE |
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SPONSORED WEBINAR | | Sponsored by TIFIN Grow | This webinar on Tues. June 7th, will share a process that will help advisors compare and contrast another option with their current firm, plus provides a proven self-assessment process. REGISTER NOW |
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