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Channels

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Video - Cooling IPO Market doesn't Slow IPO ETFs

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Stocks are hot but initial public offerings are not.

Notes From The Publisher 03/03/2020

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Our latest roundup of industry news events is reviewed.

Postmortem Tax Planning For IRA Distributions After The SECURE Act

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You need to put a note on a beneficiary's estate tax file.

WealthTech Weekly: Orion, LPL, Frontier Wealth Management, Salesforce, RightCapital And More

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RightCapital's RightPay allows advisors to collect planning fees via credit card payments.

The Napa Chateau That Doogie Howser Built

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Dayna Boschco, widow of TV producer Steven Bochco, is putting a 47-acre Napa Valley estate on the market.

Notes From The Publisher 02/11/20

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A round up of articles in the current issue.

video - 2020 Trends: Where To Invest

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Investing trends to track and how do you trade them

The Blockchain And Cryptocurrency Revolution Is Maturing: Are Advisors Ready To Take Advantage?

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Blockchain and digital assets attracted a lot of attention at the 2020 National LINC conference from TD Ameritrade.

Notes From The Publisher 2/04/20

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A round up of articles in the current issue.

A Tale Of 2 Hannah Groves In Leading Roles At Gigantic Financial Firms

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Two women, both named Kimberly Beck, share different perspectives on financial services marketing and what it takes to succeed.

Frequent, Consistent Multi-Channel Distribution Is Key To Marketing Success, According To Analysis

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According to Snappy Kraken, advisers need to devote effort to frequency, consistency, and distribution across multiple channels for marketing success.

3 Questions With Gordy Abel Of Dynasty Financial Partners

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Gordy Abel is managing director and chief marketing officer at Dynasty Financial Partners.

FinTech Veterans' Survey Firm Offers Insight Into RIA Client Experience

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NEXA Insights offers advisors a survey platform to gauge client experience and satisfaction.

Advisor Discretion Doesn’t Have To Be A Zero-Sum Game, Research Says

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For advisors, DPM allows them to win over clients previously served by family offices and boutique RIAs exclusively.

WealthTech Weekly: Goldman Sachs, LPL, Asset-Map, BBVA, UBS

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Goldman Sachs has created a new consumer and wealth management arm as a result of its latest restructuring.

3 Questions With Alexis Brock Of Axxcess Wealth Management

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Alexis Brock has helped launch several features to the Axxcess Platform, a TAMP that integrates alternatives.

What Euphoria? American Investors Hoard Cash As Bull Market Charges On

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Nearly 20% of American investors' assets reside in cash.

Economic Expectations Of U.S. Consumers Climb To One-Year High

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Steady job gains and record stock prices have buoyed the public’s mood.

Podcast: Growth is precarious at best, says the IMF

by Larkspur-Rixtrema

Yon Perullo and Colin Ward discuss the International Monetary Fund’s global growth expectations or lack thereof.

RIA Run By 'Father Of Reaganomics' Bought By ButcherJoseph

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Economist and author Arthur Laffer will remain with the combined firm as a strategic advisor.

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