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WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 09, 2024

INDUSTRY

$685M Kansas Team Joins LPL from Merrill

The Wichita-based advisors are launching Air Capital Wealth Management by affiliating with LPL Strategic Wealth Services.

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401K TV

401(k) Real Talk Episode 125: October 9, 2024

Open, honest and candid discussion about the latest jobs numbers, Creative Planning, TIAA's hacked, how AI can revolutionize 401(k) plans and more.

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SPONSORED CONTENT
The BEAT: Your Timely Market Resource

Sponsored by Eaton Vance

Turn data into direction with our investment intelligence.
Learn More >

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PODCAST

The Healthy Advisor: The Fragility of Life and the True Value of Planning With Matthew Newman

Wholesaler Matthew Newman was diagnosed with brain cancer at age 39, and now he sees life through a new set of lenses.

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ETFS

Wall Street Races to Launch Latest Cohort of Crypto-Spot ETFs

Due to the successful launches of Bitcoin and Ether ETFs, asset managers are eyeing funds that track smaller cryptocurrencies.

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SPONSORED VIDEO
Streamlining Practice Management Through Data Aggregation

Sponsored by Envestnet

How using data aggregation with a practice management platform can help grow your retirement plan business.
WATCH NOW >
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