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OCTOBER 17, 2019

ETFS

The Top-Performing ETFs of the Past Three Months

Aniket Ullal, First Bridge Data

Silver and Treasury bond funds topped the list of ETFs that saw the highest returns over the past three months.

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MARKETING

The Top 15 Financial Calculators

Christopher P. Wendt

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SPONSORED CONTENT

Investment Management Fees from Non-Qual Annuities and IRAs

Sponsored by Nationwide Advisory Solutions

Favorable ruling from the IRS makes victory for RIAs, fee-based advisors, and the clients they serve.

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BUSINESS PLANNING

How Elite Advisors Fully Capitalize on the Holiday Season

Matt Oechsli

This is the time of year to connect with clients and strengthen relationships.

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SPONSORED CONTENT

The Hybrid Path to Independence

Sponsored by Schwab Advisor Services

Key considerations for the hybrid advisor.

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