Adviser links: sitting in the middle
Abnormal Returns
JULY 21, 2025
Podcasts Michael Batnick talks with John Phoenix, founder and partner at Wealth advisor Growth Network, about RIA M&A. youtube.com) Ben Johnson and Julie Willoughby talk with John West, co-founder of Flat Rock Wealth Partners. blogs.cfainstitute.org) Taxes When it comes to tax planning, what you need to know about the BBB.
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