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Wealth Management Morning Memo

DECEMBER 1, 2023

RIA NEWS

Abacus to Seed Its Wealth Division Via RIA Acquisitions

Diana Britton

Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.

FULL ARTICLE

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TECHNOLOGY

Helios Integrates Machine Learning Into Its Investment Models

Rob Burgess

While the technology will be used to identify patterns in large data sets, it will not be used to automatically initiate any trading on its own.

FULL ARTICLE

RESOURCE CENTER

RIA Edge 100 Roundup: Unlocking Growth Through Career Paths, Equity and Succession

Sponsored by LPL Financial

Growth isn’t just a goal, it’s a roadmap.

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BUSINESS PLANNING

Serious About Making Acquisitions? Build a Dedicated Team and a Replicable Process

Anne Field

Advisory firms planning multiple mergers need a standardized system.

FULL ARTICLE

MINDY DIAMOND ON INDEPENDENCE

Matt Celenza on Doubling Growth, Opportunity, and Life After Merrill

Mindy Diamond

Matt Celenza returns to the podcast to share an insider perspective on “what he wishes he knew before breaking away”—the good and the bad.

LISTEN NOW

WHITE PAPER

How World-Leading Family Offices Are Thinking and Acting

Sponsored by Citi Private Bank

Explore one of the largest and most global family office reports.

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