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MARCH 11, 2024

wiredplanning.com) Jonathan Fields talks with Ashton Applewhite, author of "This Chair Rocks: A Manifesto Against Ageism." wealthmanagement.com) The latest in advisortech news including MSCI's acquisition of Fabric Risk. wealthmanagement.com) AdvicePay is looking for a new permanent CEO.

Wealth Management 240

Wealth Management Clients Taxes Management 240

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DECEMBER 11, 2023

standarddeviationspod.com) Cameron Passmore and Benjamin Felix talk with James Grubman author of "Wealth 3.0: wealthmanagement.com) Vanguard is selling its OCIO business to Mercer. wealthmanagement.com) The Future of Family Wealth Advising." theinformation.com) Pontera has raised a new round of capital led by ICONIQ Growth.

Financial Planner 144

Financial Planner Financial Advising Financial Planning Budgeting 144

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JUNE 12, 2023

wealthmanagement.com) SoFi ($SOFI) is adopting RightCapital planning solutions. wealthmanagement.com) The latest in advisortech news including Riskalyze's rebrand as Nitrogen. wealthmanagement.com) What is life planning, including Kinder's three questions. kitces.com) M&A McKinsey & Co. riaintel.com) A Q&A with Prof.

Wealth Management 130

Wealth Management Financial Advice Financial Planning Planning 130

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NOVEMBER 13, 2023

observer.com) A Q&A with Jennifer Risher author of "We Need to Talk: A Memoir About Wealth." wealthmanagement.com) The FutureProof wealth festival is going bi-annual. (kitces.com) Underspending can become a part of a client's identity. craincurrency.com) Advisers Clients are expecting more services for the same fee.

Startup 202

Startup Retirement Clients Planning 202

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OCTOBER 2, 2023

wealthmanagement.com) The tension in wealthtech: bundling. flowfp.com) A Q&A with Matt Abrahams author of “Think Faster, Talk Smarter: How to Speak Successfully When You’re Put on the Spot.” (citywire.com) Another venture capital firm is getting into the wealth management business. vs. unbundling. barrons.com)

Wealth Management 196

Wealth Management Startup Retirement Engineering 196

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JANUARY 23, 2023

wiredplanning.com) Diana Britton talks with Mary Martin author of "Mindfulness for Financial Advisors." wealthmanagement.com) Future Proof Registration is open for the second FutureProof wealth festival set to go off in Huntington Beach, CA in September. thereformedbroker.com) FutureProof 2022 was a resounding success.

Wealth Management 130

Wealth Management Financial Advising CFP Financial Advisor 130

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MAY 9, 2023

wealthmanagement.com) Why Arm Holdings is bypassing London for New York for its IPO. institutionalinvestor.com) A Q&A with Felix Salmon author of "The Phoenix Economy: Work Life, and Money in the New Not Normal." Strategy The 60/40 portfolio is flawed, but you need an alternative.

Financial Advising 218

Financial Advising Retail Economy Media 218