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Wealth Management Daily Memo

APRIL 26, 2019

PEOPLE

Scammer Anna Sorokin Found Guilty of Grand Larceny

Anna Sulkin

Fake it until you make it doesn’t always work.

FULL ARTICLE

WEALTHCASTS

Unfiltered: Duran + Kitces: ‘Are You the Bottleneck in Your Business?’

Joe Duran and Michael Kitces

Advisory firm owners spend too much time focused on the practice, not on shaping themselves as leaders, says United Capital’s Joe Duran, in the second installment of this podcast.

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SPONSORED CONTENT

Opening the Doors to China's Markets

Sponsored by VanEck

Opportunities for investors to gain exposure to China’s markets are growing.

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HIGH NET WORTH

Switzerland Issues New Rules Affecting U.S. Financial Service Providers

Martin Liebi

They streamline the process with existing E.U. regulations.

FULL ARTICLE

SPONSORED CONTENT

Top Ranked. Highly Rated.

Sponsored by New York Life Investments

Five-star municipal bond funds from an award-winning team.

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