DECEMBER 27, 2023

2024 INDUSTRY OUTLOOK

2024: The Year of the Creative RIA Deal

Ali Hibbs

Advisor Growth Strategies expects new players to enter the RIA M&A market in 2024, as valuations diverge and deals become larger and more creative.

FULL ARTICLE

BUSINESS PLANNING

The Human Capital Domino Effect

Lazetta Rainey Braxton

Building a secure future through personal and organizational balance.

FULL ARTICLE

WHITE PAPER

Digitizing the Client Experience

Sponsored by SS&C Black Diamond Wealth Platform

Harness “digital” to improve the 6-steps of the client.

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MARKETING

How to Turn Employees Into Brand Advocates

Ben Kulis

Harnessing their enthusiasm, authenticity and trustworthiness can significantly boost your firm's visibility and credibility.

FULL ARTICLE

EQUITIES

Losses in Your Portfolio Can Boost Returns—and Cut Taxes

Suzanne Woolley and Claire Ballentine

Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.

FULL ARTICLE

WEBINAR

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

Sponsored by Flyer Financial Technologies and Salesforce

Join us January 16 for insights on AI, tech advancements, and their pivotal role in 'The Evolution of the CTO'.

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EVENTS

Inside ETFs | RIA EDGE | WealthStack

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