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WealthManagment.com Daily Memo
Wealth Management Daily Memo

SEPTEMBER 04, 2024

INDUSTRY

LPL Acquires $9B AUM The Investment Center

The Bedminster-based firm with about 240 advisors was introduced to LPL during the acquisition of Atria Wealth Solutions earlier this year.

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TECHNOLOGY

NewRetirement Rebrands As Boldin

Once only a direct-to-consumer play, Boldin is working with independent RIAs and enterprise customers.

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SPONSORED CONTENT
Ways Top Financial Professionals Get Noticed

Sponsored by Athene

Research reveals 3 secrets to their success.
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ESTATE PLANNING

IRS Updates QDOT Regulations

Amendments refresh outdated terminology, references, responsible parties and procedures.

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401K TV

401(k) Real Talk Episode 121: September 4, 2024

Open, honest and candid discussion about TIAA outsourcing, a new report on IRA rollover abuses, analysis of forfeiture lawsuits, state mandates and more.

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FASTCHAT VIDEO
The Power of Teaming

Sponsored by Wells Fargo Advisors

Discover unique benefits and dedicated support with Wells Fargo Advisors' teaming program.
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Podcasts
CELEBRITY ESTATES PODCAST

Adjusted for Risk: The Current Landscape for Alternative Investments

Fiduciary Trust International’s Erick Rawlings reveals what’s driving the popularity in alts and what asset classes he finds most attractive now.

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THE WEALTHSTACK PODCAST

Focused on the Future: Building Community Through Planning with Sibyl Slade

IntegriVest's founder shares her path to innovation and client-centric financial planning.

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