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Adviser links: referral-worthy advice

Abnormal Returns

Fintech Why fintech startups need advisers onboard to help them sell to wealth management firms. financial-planning.com) Wealth.com's Ester will help you read estate planning documents. investmentnews.com) Advisers Who do investors trust with financial advice? matts-newsletter-7a3f46.beehiiv.com)

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Adviser links: getting really clear

Abnormal Returns

Podcasts Kevin Thompson, CEO of 9i Capital Group LLC, discusses the RIA industry's impact on advisors' autonomy with Josh Brown, CEO of Ritholtz Wealth Management. youtube.com) Christine Benz and Amy Arnott talk with Peter Mallouk, President and CEO of Creative Planning, about the 'messy' business of financial advice.

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Adviser links: forces you cannot control

Abnormal Returns

(riabiz.com) DPL Financial Partners is seeing growth in commission-free annuity sales. investmentnews.com) Startup Arch wants to build a better private capital markets workflow. wealthmanagement.com) Advisers Six lessons learned from 20 years in the business of financial advice.

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The Latest In Financial #AdvisorTech (November 2023)

Nerd's Eye View

From there, the latest highlights also feature a number of other interesting advisor technology announcements, including: FinanceHQ has launched as a new digital lead generation platform for financial advisors, which takes a more niche-focused approach to matching prospective clients with advisors – representing a bet that capturing prospects (..)

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Adviser links: different words

Abnormal Returns

Podcasts Christine Benz and Jeff Ptak talk the evolution of financial advice with Preston Cherry founder and President of Concurrent Financial Planning. morningstar.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., wsj.com) Why Ritholtz Wealth Management hired a new President.

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Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

Darrow Wealth Management

Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision. Darrow Wealth Management doesn’t provide tax advice; consult your tax advisor to discuss your personal situation. . A tech employee at a startup has stock options.

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The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn

Yardley Wealth Management

The post The Pursuit of Perfect Credit & Small Business Success: A Conversation with RD’s Total Lawn appeared first on Yardley Wealth Management, LLC. Mike Garry, CFP® practitioner and founder of Yardley Wealth Management, shared his insights on this pursuit.