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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

The services they offer are great differentiators and help make advisors a go-to resource for navigating the intricacies of retirement income planning (which is very complex), healthcare-cost planning (a too often overlooked major expense), and as an end-of-life services guide (in the case of bQuest).

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4 Stocks to add to your watchlist after breaking out of their all time highs; Do you own any?

Trade Brains

Aarti Pharmalabs Limited Aarti Pharmalabs Limited was established in 2022 following a demerger from Aarti Industries and is engaged in manufacturing active pharmaceutical ingredients (APIs), intermediates, and specialty chemicals, serving global pharmaceutical, biotechnology, and healthcare companies with integrated research-driven solutions.

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Top 10 Industries that Produced the Most Billionaires – Is Yours on the List?

Trade Brains

Even in 2025, many of the world’s richest people are portfolio managers, stock traders, or financial firm founders. Its attractions include asset appreciation, leverage, and repeat income in the form of rents. Healthcare & Pharmaceuticals Though never in the limelight, healthcare is a lucrative and essential industry.

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Transcript: Lisa Shalett, CIO Morgan Stanley

The Big Picture

She was CIO at Merrill Lynch Asset Management, and now CIO at both Morgan Stanley Wealth Management and runs their asset allocation models and their outsourced chief investment officer models. ’cause the asset management business of Sanford Bernstein, as everyone I think knows, was a deep value shop.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

This is a fascinating conversation if you’re at all interested in what it’s like to be part of a fast growing organization that is racking up trillions of dollars in assets, what it’s like to create new initiatives. There has been a giant shift from public to private assets over the past, you know, certainly decade or so.

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Dr Agarwal’s Health Care and 3 other stocks with over 60% FIIs holding to add to your watchlist

Trade Brains

360 ONE WAM 360 ONE WAM is a leading Indian wealth and asset management company offering services like portfolio management, advisory, and alternative investments. Dr Agarwal’s Health Care Dr Agarwal’s is a healthcare group known for its network of eye hospitals across India. percent, while the public holds 23.68

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Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

A financial advisor can help you with portfolio management, risk reduction, and inflation protection During retirement, your investment goals shift from accumulation to preservation of wealth. Your investment risk appetite is lowered, and it is important to readjust your portfolio accordingly.