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Dystopian Predictions (That Never Come True)

Inside Information

He published a number of white papers around the turn of the century that predicted a dystopian professional landscape composed of a small handful of giant RIAs and a few smaller firms scurrying under their feet, looking for table scraps. Mark Hurley seems to be addicted to predicting the future. Conclusions?

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Should you die and go to hell before selling an annuity?

Sara Grillo

Fee only advisors can now purchase annuities for their clients without having to be licensed agents. These meetups are free and the goal is to learn from each other about how to grow and manage a transparent wealth management practice for the benefit of clients.