WealthManagment.com Daily Memo
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| | | | | Larry Swedroe | | The evidence demonstrates that we should have a healthy skepticism about the accuracy of forecasts. FULL ARTICLE |
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| RIA Channels | | | | Diana Britton | | The deal to acquire CTB Financial Services will bring more tax-focused investment strategies to Creative Planning’s client base. FULL ARTICLE |
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| Industry | | | | Silla Brush (Bloomberg) | | The company has faced scrutiny from investors in recent months, particularly regarding unrealized losses from securities held on bank balance sheets. FULL ARTICLE |
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| EXCLUSIVE WMIQ RESEARCH | | | | Sponsored by Nuveen | | Download this new report that examines the latest attitudes among advisors with closed-end funds – and their experience with these investment products. LEARN MORE |
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| Philanthropy | | | | Randy A. Fox | | A simple approach to helping clients maximize charitable impact and reduce taxable income. FULL ARTICLE |
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| SPONSORED CONTENT | | | | Sponsored by Voya Financial | | Helps employees make optimal benefits and savings decisions. LEARN MORE |
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| WEBINAR | | | | Sponsored by MarshBerry | | Join us tomorrow to uncover growth secrets from the 2023 RIA Edge Study, revealing how select firms thrived after adapting to 2022 challenges, in partnership with Wealth Management IQ and MarshBerry Advisors. REGISTER NOW |
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