WealthManagement.com Daily Memo
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| RIA NEWS | | | | | | 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 |
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| TECHNOLOGY | | | | 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 |
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| ESTATE PLANNING | | | | Sharon L. Klein and Jenna M. Cohn | | The shift to working remotely comes with tax return implications. FULL ARTICLE |
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| RETIREMENT PLANNING | | | | 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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