WealthManagement.com Daily Memo
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| | | | | WealthManagement.com Staff | | These 10 individuals are set to innovate and influence the wealth management industry in 2024. FULL ARTICLE |
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| RPA EDGE | | | | Fred Barstein | | Cerulli data shows what would entice wealth advisors to manage defined contribution retirement plans. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Capital Group | | Our active ETFs give you more potential control over your clients’ capital gains taxes. LEARN MORE |
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| CELEBRITY ESTATES PODCAST | | | | David H. Lenok | | In this replay of an earlier episode, David Lenok and Kelley Wolfington discuss the values-driven spending habits of younger generations. LISTEN NOW |
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| INDUSTRY | | | | Matthew Monks, Gillian Tan and Dong Cao | | Huatai Securities Co. is working with advisors as it evaluates possibilities for the US asset-management platform including a full or partial sale. FULL ARTICLE |
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