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JUNE 12, 2019

INVESTMENT

Op Ed: Diversity Pays

Juan Martinez

Women- and minority-owned companies manage more than a third of the Knight Foundation's endowment. It’s paying off.

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RETIREMENT PLANNING

Using Hybrid QDIAs for Retirement Income Solutions

Ed McCarthy

TDFs dominate, but is there a way to have the best of all worlds?

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SPONSORED CONTENT

Crossroads: Critical Decisions to Evolve an RIA

Sponsored by BNY Mellon's Pershing

Is your independent RIA at a critical crossroads?

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ESTATE PLANNING

Connecticut Overhauls Its Trust Laws

James Dougherty, T. Sandra Fung and Kelsey Hyde

Recent legislative activity modernizes trust administration and provides opportunities for planning.

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SPONSORED CONTENT

Seven Keys to Upgrading Your Advisor Tech

Sponsored by Orion Advisor Services

Don’t get burned when modernizing your tech stack.

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