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FEBRUARY 24, 2021

INDUSTRY

Duran Says Goldman's PFM/Ayco Strategy Paying Off

Diana Britton

Goldman Sachs’ Personal Financial Management business fills unmet gaps among Ayco’s corporate client employees.

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PEOPLE

Morningstar’s Kunal Kapoor Joins Wealth Enhancement Group’s Board of Directors

Asia Martin

The research firm CEO says it is an opportunity to get deeper insight into the growing RIA space.

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TECHNOLOGY

IncomeConductor Can Help Advisors Shift Into Retirement Income Planning

Davis Janowski

The time-segmented approach and philosophy behind the software-as-a-service will help advisors scale their practices in serving retired clients.

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RETIREMENT PLANNING

Strategic Planning Beyond the Pandemic

Ed McCarthy

Three reports identify trends that will influence retirement plan consulting in the years ahead.

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HIGH NET WORTH

Congress Expands Subpoena Power over Non-U.S. Financial Institutions

Cristoph Kurth, William Devaney, Tom Firestone and Caleb Sainsbury

Offshore financial institutions now have greater exposure to potential U.S. investigations.

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HIGH NET WORTH

These COVID Billionaire Fortunes Are Fading With the Vaccine Rollout

Yoojung Lee

The vaccine has put a break on the rapid ascent of makers of test kits, protective gear and treatments for COVID-19.

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WEALTHIES CIRCLE DIGITAL FORUM

Operations Innovation: Managing the New Normal

Join us TODAY for the Technology CE Digital Forum event. Live, interactive sessions will be paneled by leading executives at award-winning firms covering the state and future direction of technology.

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