WealthManagment.com Daily Memo
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| RIA NEWS | | | | | | Ali Hibbs | | Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin. FULL ARTICLE |
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| RIA ROUNDUP | | | | Ali Hibbs | | Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves. FULL ARTICLE |
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| FASTCHAT VIDEO | | | | Sponsored by Voya Financial | | Watch as Fred Barstein and Voya Financial's Lori Commerford discuss auto-enrollment, short-term needs like emergency savings and student debt, and savings habits. LEARN MORE |
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| WEALTHSTACK ROUNDUP | | | | Rob Burgess | | Also, Zoe Financial selects BridgeFT WealthTech API and Daffy announces its open API for developers. FULL ARTICLE |
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| ESTATE PLANNING | | | | Thomas Norelli | | Trustees and beneficiaries of living trust received property after decedent’s death. FULL ARTICLE |
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| WHITE PAPER | | | | Sponsored by Orion | | Solve high-net-worth challenges with a single solution. LEARN MORE |
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