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Wealth Management Daily Memo

MARCH 13, 2018

ADVISOR CHANNELS

Schwab: Valuations of Independent Firms Higher than Wirehouses

Diana Britton

The cash flow and enterprise value of an independent advisory are better than at a wirehouse.

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TECHNOLOGY

YCharts Adds Pricing Data For 25 Cryptocurrencies

Michael Thrasher

Users will be able to track and compare end-of-day prices for the new asset class.

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SPONSORED CONTENT

Top Articles of 2017

Sponsored by the Investments & Wealth Institute

The top articles from the 2017 issues of Investments & Wealth Monitor demonstrate the range and depth of content Investments & Wealth Institute is known for providing.

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ALTERNATIVE INVESTMENTS

Are HNW Investors Ready for Real Estate Crowdfunding Platforms?

John Egan

NREI chatted with Craig Cecilio, of DiversyFund Inc., about the intersection of HNW real estate investors and online investment platforms.

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