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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. They also make up the second biggest client base for financial advisors after baby boomers.

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses A “Top 10” list of firm-level innovations and grassroots methodologies from some of the most successful advisors, teams and firms in the business.

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Raymond James Adds $1.1B New York Team From Ameriprise

Wealth Management

She's also the host of The Healthy Advisor , a podcast focused on advisor health and wellbeing. EP Wealth Hires Integrations Head From Captrust $32.6B A native of Los Angeles, she now lives in Rocklin, Calif.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

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How to Make Charitable Giving Part of Your Financial Plan

Carson Wealth

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals. government.

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CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

They showed a slight preference for ETFs or trusts, with 28% of respondents citing them, followed closely by traditional brokerage platforms (24%), centralized exchanges (21%), custodial investment platforms accessible through their financial advisors for digital asset investment (16%) and decentralized exchanges (10%).

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Schwab Expands Roster of No Transaction Fee Mutual Funds

Wealth Management

He previously covered commercial real estate for more than 20 years for Wealth Management Real Estate, National Real Estate Investor, Retail Traffic, Commercial Property Executive and Shopping Centers Today. He also previously served as editorial director for Waste360.