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OCTOBER 14, 2021

RETIREMENT PLANNING

Retirement Planning Amidst Inflation

Mark Miller

Financial advisors are dealing with an unfamiliar landscape when it comes to clients and inflation.

FULL ARTICLE

INDUSTRY

Exclusive: Hightower Invests in $700M Georgia RIA

Diana Britton

Hightower will take a stake in Bluerock Wealth Management, an Alpharetta, Ga.-based registered investment investor, its ninth deal this year.

FULL ARTICLE

RIA EDGE PODCAST

Wealthcare’s Matt Regan on Drivers of Strategic RIA Growth

Sponsored by Schwab Advisor Services

Wealthcare Capital Group President Matt Regan discusses the approach his firm takes to thinking about growth on a daily basis.

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ESTATE PLANNING

Lessons From Celebrities About Leaving Assets to Kids

Marvin Blum

Parents don’t want to disinherit their kids, but they don’t want to disincentivize them either.

FULL ARTICLE

WEALTHIES CIRCLE PODCAST

A Look into Riskalyze’s 2021 Award-Winning Platforms and Strategies

David Armstrong

Riskalyze CEO Aaron Klein details the initiatives, platforms and strategies that helped the firm become finalists in multiple categories at the 2021 WealthManagement.com Industry Awards.

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SPONSORED WEBINAR

Strengthening Client Loyalty with the Right Mix of Tech, Security & Automation

Sponsored by Bill.com

In this webinar on Oct. 27th, you’ll identify how advisors are analyzing and improving their technology stack and processes, analyze automation strategies, and more.

REGISTER NOW