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| TECHNOLOGY |  | | | | Rob Burgess | | The firm joins others in the industry including FMG Suite, Morgan Stanley Wealth Management, Hearsay Systems, Morningstar and Nitrogen to embrace generative artificial intelligence. FULL ARTICLE |
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| ESTATE PLANNING | | | | Anthony Venette | | Gifting privately held business interests is an effective way to maximize wealth transfer and achieve legacy planning goals. FULL ARTICLE |
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| SPONSORED WEBINAR | | | | Sponsored by Amundi US | | Join on May 11th for a comprehensive assessment of how to assist clients when investing in international, global equities and finding potential solutions despite these new challenges and realities. REGISTER NOW |
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| 401KTV | | | | Fred Barstein | | Open, honest and candid discussions about the latest news in the RPA industry. FULL ARTICLE |
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| ETFS | | | | Tim Quinson | | At the end of last year, there were a record 1,206 mutual funds and exchange-traded funds globally with a climate-related focus, up from 950 at the end of 2021. FULL ARTICLE |
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