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OCTOBER 20, 2022

PEOPLE

Private Advisor Group President to Succeed RJ Moore as CEO

Diana Britton

Private Advisor Group President Frank Smith will take over for Moore in January, in a planned succession for the 60-year-old CEO.

FULL ARTICLE

RPA EDGE

The Standard to Acquire Securian Financial’s Record-keeping Business

WealthManagement.com Staff

The combined business will operate under The Standard brand, and include Securian's retirement solutions employees, management, client relationships and distribution networks.

FULL ARTICLE

WHITE PAPER

How Technology Makes Adopting Direct Indexing Easy

Sponsored by Orion Advisor Tech

Stay one step ahead of the robots with Direct Indexing.

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THE HEALTHY ADVISOR PODCAST

Reflecting on a Life Well-Lived, Yet Not Without Tragedy

Diana Britton

With age, comes wisdom. And with 83 years on this Earth, advisor Joseph R. Biondo has a lot to share about life, tragedy and the pursuit of happiness.

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INDUSTRY

The Society for Lifetime Planning Joins Kestra Financial

Ali Hibbs

With the acquisition of the $600 million firm, Kestra is on track for its "best year ever."

FULL ARTICLE

WHITE PAPER

Institutional Crypto Adoption Grows

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