WealthManagment.com Daily Memo
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| ESTATE PLANNING | | | | | | Anna Sulkin Stern | | The multiple active lawsuits involving the senator's late husband's estate will likely be paused while her own estate is probated. FULL ARTICLE |
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| RIA ROUNDUP | | | | Ali Hibbs | | Snowden Lane adds UBS duo with $200M in assets, another rebrand is announced and women are named to key roles at Choreo, Lido and Carson. FULL ARTICLE |
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| WMIQ EXCLUSIVE RESEARCH | | | | In partnership with Pershing | | The focus has now shifted to understanding the evolving landscape. This report will provide insights into how advisors and their firms are currently pursuing growth and success. DOWNLOAD NOW |
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| THE WEALTHSTACK PODCAST | | | | Shannon Rosic | BridgeFT CEO Joe Stensland talks APIs and wealthtech-as-a-service.
Paid for by Wells Fargo Advisors
FULL ARTICLE |
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| REAL ESTATE | | | | Elaine Misonzhnik | | TwinFocus works with ultra-high-net-worth individuals, many of whom built first generation wealth. The firm is trying to bring them real estate investment opportunities while avoiding today’s high leverage costs. FULL ARTICLE |
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| | | | | Diana Britton | | Many top firms have their own CIOs and investment committees dedicated to studying the markets. Here’s how they’re investing right now. VIEW GALLERY |
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