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JANUARY 5, 2023

RIA NEWS

Alera Acquires $2.8B The Ascent Group

Ali Hibbs

The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP.

FULL ARTICLE

TECHNOLOGY

2023 Predictions for the Digital Asset Ecosystem

Peter Hans

While cryptocurrencies have experienced recent collapses, the underlying blockchain technology still has immense potential to propel the modern innovation of finance.

FULL ARTICLE

ESTATE PLANNING

The Telecommuting State Tax Battle

Sharon L. Klein and Jenna M. Cohn

The shift to working remotely comes with tax return implications.

FULL ARTICLE

RETIREMENT PLANNING

The Case for Putting Your Bonus Into a 401(k)

Alexis Leondis

Stocks are cheap and contribution limits have jumped, making 2023 a great time to invest that annual payout for the long term.

FULL ARTICLE

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