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OCTOBER 20, 2022

RIA NEWS

DeVoe: RIA M&A Still Robust, But Deals Getting Smaller

Ali Hibbs

As a years-long record-breaking growth streak in M&A begins to slow, smaller RIAs are stepping up.

FULL ARTICLE

PEOPLE

Private Advisor Group President to Succeed RJ Moore as CEO

Diana Britton

Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.

FULL ARTICLE

WHITE PAPER

Shelter Poses an Upside Surprise Risk to Inflation

Sponsored by Amundi Asset Management

The year-over-year change in the shelter component of inflation is virtually certain to accelerate over the coming month.

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ETFS

Three Tax Loss Harvesting Strategies to Grow Client Portfolios

Jay Jacobs

The turbulent market environment offers investors the chance to harvest losses and strategically reposition portfolios.

FULL ARTICLE

FIXED INCOME

I Bond Hacks For Bypassing $10,000 Limit and Scoring Better Returns

Claire Ballentine

Now is the time to purchase US Series I savings bonds before rates reset, experts say.

FULL ARTICLE

RESOURCE CENTER

Strengthen Client Loyalty

Podcasts

THE HEALTHY ADVISOR PODCAST

The Healthy Advisor: Reflecting on a Life Well-Lived, Yet Not Without Tragedy

Diana Britton

With age, comes wisdom. And with 83 years on this Earth, advisor Joseph R. Biondo has a lot to share about life, tragedy and the pursuit of happiness.

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NEXT PODCAST

The Wealth Management Firm of the Future: WealthTech to Watch

Mark Bruno

Pershing's Bill Bruckner dives into the key findings from the latest “NEXT: Wealth Management Firm of the Future” Research report.

Sponsored by BNY | Mellon

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Podcasts