WealthManagment.com Daily Memo
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| HIGH NET WORTH | | | | | | Matthew Erskine | | Purpose trusts are nothing new, but this is an elegant twist on the strategy to achieve Yvon Chouinard’s objectives. FULL ARTICLE |
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| INDUSTRY | | | | Diana Britton | | Burrows Capital Advisors, led by 30-year industry veteran Don Burrows, will be affiliating with Totus Wealth Management, an OSJ that joined Cetera last year. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Voya Financial | | In its new perspectives paper, Voya Financial explores how employers can realize greater value by getting their workplace benefits and savings in sync. LEARN MORE |
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| RIA NEWS | | | | Ali Hibbs | | WEG's latest acquisition brings its total client assets to more than $57.3 billion. FULL ARTICLE |
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| RIA EDGE PODCAST | | | | Mark Bruno | Thrivent Advisor Network's Carolyn Armitage details the best and worst practices for putting a formal succession plan in place.
Sponsored by Schwab Advisor Services
LISTEN NOW |
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| RESOURCE CENTER | | | | The American College of Financial Services | | Advisors from emerging Registered Investment Advisors (RIAs) were asked what they need to accelerate their business growth. The results speak to how your peers think about positioning their practice for profitability. LEARN MORE |
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| SPONSORED SURVEY | | | | Can you help us with our quick survey, focused on staff and compensation? This survey will take a few minutes to complete and as a token of our appreciation, each person to complete the survey will be entered for the chance to win a YETI Tundra 75 Cooler (valued at $450)! TAKE THE SURVEY |
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