WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Sykon represents the fourth team to join tru Independence in the last five months, bringing the platform to $2 billion in new assets in the first half of 2023. FULL ARTICLE |
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| WMRE COMMON AREA PODCAST | | | | David Bodamer | | AEW Capital Management's Michael Acton describes what he sees happening within the current real estate market and how investors could benefit. LISTEN NOW |
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| WHITE PAPER | | | | Sponsored by SS&C Black Diamond Wealth Platform | | Learn why 42% of firms currently offer direct indexing. LEARN MORE |
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| EQUITIES | | | | Jason Chalmers | | Four tips to help minimize taxes in a portfolio. FULL ARTICLE |
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| HIGH NET WORTH | | | | Denise Wee | | Julius Baer’s Lifestyle Index ranks the world’s 25 most expensive cities by analyzing residential property, cars, business class flights, business school, degustation dinners and other luxuries. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by MassMutual Strategic Distributors | | Today's retirement challenge: accumulation, decumulation and protection. DOWNLOAD NOW |
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