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SEPTEMBER 9, 2019

WEALTHCASTS

Dead Celebrity Podcast: Gloria Vanderbilt, Women and their Finances

David H. Lenok

As an advisor, are you equipped to help women take control of their finances?

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TECHNOLOGY

Morningstar Rolls Out Its Own Goals-Based Financial Planning Application

Samuel Steinberger

The tool combines behavioral science with a thorough, intuitive workflow.

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SPONSORED CONTENT

A Focus on Quality Companies

Sponsored by Parnassus Investments

How an ESG Leader Defines Quality Companies.

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INDUSTRY

Moore and Affiliate Join Kestra

Erick Bergquist

Kestra Financial has added $180 million firm Moore Wealth Management.

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SPONSORED CONTENT

Global Economy Caught Between Consumer Strength and Manufacturing Softness

Sponsored by Thrivent Mutual Funds

The headline stories in the third quarter are focused on the continuing downgrade in growth expectations for both the domestic and global economies.

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