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JANUARY 26, 2023

ESTATE PLANNING

Legacy Planning Lessons from the Getty Family

Marvin Blum

Tax avoidance strategies won't last forever.

FULL ARTICLE

TECHNOLOGY

WealthStack Roundup: Asset-Map Partners with Cetera; Elements Receives $5M in Funding; Lumiant Partners with DMW Strategic Consulting

Rob Burgess

Asset-Map brings visualized financial planning and advice-led solutions to the organization’s 8,000 independent financial professionals.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The 2023 Wealth Management M&A Outlook

In partnership with Skyview Partners, Cambridge and Bluespring Wealth Partners

A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.

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ETFS

Brett Orvieto’s 2023 Investment Outlook

Mark Bruno

Dakota Wealth Management's Brett Orvieto details where opportunities exist in equity and fixed income markets in 2023.

Sponsored by Schwab Asset Management

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BUSINESS PLANNING

Seven Steps to Drive Real Diversity in Financial Services

Amy Jones

Proactive ways to attract and retain diverse talent from PlanCorp's chief talent officer.

FULL ARTICLE

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