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OCTOBER 28, 2019

CLIENT RELATIONS

How Smart Are You About Economic Theories?

John Kador

Take this quiz to test your understanding of 12 economic theories, both popular and obscure.

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HIGH NET WORTH

An Advisor Roadmap to the Corporate Trustee Industry

Christopher N. Holtby

Make informed decisions on clients' generational planning choices.

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SPONSORED CONTENT

Make the First Move with Lincoln MoneyGuard Solutions

Sponsored by Lincoln Financial

Start a more informed hybrid long-term care funding conversation.

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EQUITIES

Geopolitics Continues to Drive Global Equity Market Uncertainty

Elisa Mazen

Geopolitical risks can provide opportunities to trim, add and remain invested.

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SPONSORED CONTENT

The Easy Way to Convert Your Accounting System

Sponsored by InvestCloud

Change doesn’t have to be hard. Download the white paper Accounting Conversion as Easy As 1-2-3.

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The Daily Brief

ADVISOR CHANNELS

Ladenburg B/D Recruits Phoenix Team From Geneos

Diana Britton

KMS has recruited $600 million in assets since the beginning of the summer.

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SPONSORED WEBINAR

CE Credit Webinar: It’s Fundamental: The Difference Between Smart Beta and Intelligent Beta

Sponsored by American Century Investments

Growth and innovation within the ETF marketplace has led to an abundance of options available for investors. Our speakers will discuss recent innovations in alternately-weighted indexes and outline how a focus on company fundamentals can help improve outcomes.

Tuesday, 10/29 @ 2 p.m.

REGISTER NOW

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