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NOVEMBER 16, 2018

RETIREMENT PLANNING

Seven Elder Planning Lessons From the Marvel Universe

David H. Lenok

Using popular characters to tackle an unpopular issue.

FULL ARTICLE

INDUSTRY

Mercer Advisors Acquires $600 Million RIA, Its Third Deal in as Many Weeks

Michael Thrasher

The Genstar Capital-backed firm now has 35 offices and manages approximately $14.5 billion.

FULL ARTICLE

SPONSORED CONTENT

Retirement Is Dead. Long Live Retirement

Sponsored by Hartford Funds

Help clients navigate a journey that is now longer than anyone ever imagined.

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TECHNOLOGY

A Hybrid Approach to Enhancing the Advisor-Investor Dynamic

Matt Matrisian

Rather than viewing digital tools as a threat, advisors can capitalize on them to build client relationships.

FULL ARTICLE

SPONSORED CONTENT

A Case for Mid Cap Equities

Sponsored by Carillon Tower Advisers

Are you overlooking mid-cap stocks? Find out why this asset class may be the missing piece of your portfolio.

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The Daily Brief

TECHNOLOGY

Betterment Redesigns Advisor Dashboard With More Tools, Analytics

Michael Thrasher

The changes kick off a rollout of new features coming to Betterment for Advisors in 2019.

FULL ARTICLE

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