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| HIGH NET WORTH | | | | | | Randy A. Fox | | Turns out the sky is NOT falling, but it’s best to be prepared for it. FULL ARTICLE |
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| CAREERS | | | | John Kador | | Check out these (mostly) new podcasts your peers listen to. FULL ARTICLE |
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| CAREERS | | | | Mindy Diamond | | A year of extraordinary success has put advisors and independent business owners in the driver’s seat. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Emotomy | | Advisors may not be taking full advantage of the resources available to them. DOWNLOAD NOW |
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| INDUSTRY | | | | Diana Britton | | Everest Consolidator Acquisition Corporation, Adam Dooley's SPAC targeting wealth management firms, raised $172.5 million in its initial public offering. Dooley discusses the profile of firms he’s looking for and what the SPAC structure has to offer this industry. FULL ARTICLE |
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| TECHNOLOGY | | | | Samuel Steinberger | | Riskalyze is filling in the gaps between risk evaluation, client engagement, analytics and research. FULL ARTICLE |
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| MARKETING | | | | Meghan McCartan | | If you’re an advisor looking to grow your business, you can take a page from the Swift playbook. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Bill.com | | This discussion on Wednesday, Dec. 8th will examine both client-facing initiatives and advisor-productivity initiatives, and will conclude with ah roadmap for what digital investments will be required of wealth managers in order to achieve success over the next decade. REGISTER NOW |
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| ETFS | | | | Diana Britton | | Small but focused, activist asset manager Engine No. 1 managed to win three board seats at Exxon Mobil earlier this year. It's now bringing its brand of shareholder engagement to a wider swath of companies, and investors, with ETFs. FULL ARTICLE |
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| REAL ESTATE | | | | Bendix Anderson | | A growing number of buyers are also willing to buy new self-storage properties before they are fully-leased. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Dashboard Wealth Advisors founder Scott Schuster grew up with Peter Mallouk, CEO of Creative Planning, in Kansas City. FULL ARTICLE |
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| HIGH NET WORTH | | | | Anna Sulkin | | Should the Royal family be an exception to the normal laws governing probate? FULL ARTICLE |
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