WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Monaco Capital and Saling Simms have become the second and third firms to join Steward Partners’ new Legacy Division, established via acquisition late last year. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | Edwin P. Morrow | | It waives excise tax for failure to take RMDS for 2024 for certain accounts FULL ARTICLE |
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| WMIQ RESEARCH REPORT | | | | Sponsored by Cambridge Investment Research | | As the economy stabilizes, financial advisors are recognizing the benefits of mergers and acquisitions. DOWNLOAD NOW |
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| ADJUSTED FOR RISK PODCAST | | | | Ryan Nauman | | The questions advisors should ask when considering private equity investments for their clients. LISTEN NOW |
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| TECHNOLOGY | | | | Nathan Wallace | | While the number and types of direct indexing solutions continue to grow, it is worth reviewing some of the potential benefits of its use. FULL ARTICLE |
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