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NOVEMBER 24, 2020

TECHNOLOGY

More Clients Begrudgingly Use Wealth Management Apps

Samuel Steinberger

Wealth management mobile apps lag those provided by credit cards and banks—and even insurance.

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MICHAEL KITCES' #FASUCCESS PODCAST

John Wernz on Growth Via Organic Marketing

Michael Kitces

John Wernz describes how he built the organic marketing engine at Wealth Enhancement Group.

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SPONSORED CONTENT

Low Fees Aren't Always the Answer

Sponsored by Transamerica

In recent years, investors have flocked to low- and no-fee investments and providers. But there may be a downside for investors who focus only on fees when making investment decisions.

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ALTERNATIVE INVESTMENTS

BlackRock Bets $1 Billion on Personalized Index Investing

Annie Massa

Aperio, a creator of tailored index strategies, oversees about $36 billion in assets for ultra-wealthy clients and institutions.

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SPONSORED CONTENT

In Focus: U.S. Inflationary Forces

Sponsored by John Hancock Investment Management

Investors might need to think about inflation differently as existing frameworks may no longer be useful—new lenses may be required.

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Wealthies Circle Spotlight

The Future is Here. Join Us.

Contributed by RFG Advisory

How we built the RIA of the future.

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VISIT THE WEALTHIES CIRCLE