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Wealth Management Daily Memo

FEBRUARY 5, 2018

TECHNOLOGY

Skin in the Game

Diana Britton

Some large RIA principals are emerging as both gatekeepers and early-stage investors for tech startups with the potential to transform the advice industry.

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ETFS

Holding Stocks in A Rising Rate Environment

Brad Zigler

Looking under the hood of three equity ETFs designed to outperform as bond yields increase.

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HIGH NET WORTH

Here's the Trump Tax Loophole Accountants Can Blow Wide Open

Ben Steverman and Patrick Clark

Tax pros are devising creative ways to avoid deduction limits.

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