WealthManagment.com Daily Memo
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Wealth Management Daily Memo

SEPTEMBER 20, 2018

ESTATE PLANNING

Don't Lose Your Clients' Cryptocurrency in Cyberspace

Irina Ling and Steffi Gascón Hafen

Investing in cryptocurrencies may be speculative, but investing in an estate plan to protect cryptocurrency assets should never be.

FULL ARTICLE

TECHNOLOGY

RightCapital's Betterment Partnership Hints At Advisor Numbers, Growth

Samuel Steinberger

Following their technical integration last year, RightCapital and Betterment are teaming up to provide financial incentives for advisors using both tools.

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2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Turning Advisors into Rock Stars

Sponsored by AE Wealth Management

Making financial advisors into local celebrities.

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ETFS

How Upcoming GICS Sector Changes Impact Your ETF Portfolio

Aniket Ullal, First Bridge Data

Changing which stocks fall into which categories will change the components and weightings of some widely held ETFs—Here are the specifics.

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SPONSORED CONTENT

Diminish your Risk of Cyber-Attacks

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