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OCTOBER 20, 2018
REGULATION AND COMPLIANCE
States Are Taking Up the Fiduciary Banner
Mark Miller
FULL ARTICLE
HIGH NET WORTH
Paul Allen's $26 Billion Estate Will Take Years to Unravel
Simone Foxman and Noah Buhayar
INDUSTRY
RIAs Could Go the Way of the Small Ski Resort. Here’s How.
Michael Thrasher
MUTUAL FUNDS
Invesco to Buy OppenheimerFunds, Adding $246 Billion in Assets
Charles Stein, John Gittelsohn and Katherine Chiglinsky
Merrill Lynch Advisors Boost Client Acquisition by 87 Percent
MY LIFE AS A CLIENT
A Wake-Up Call
Anne Field
Clients Value Passing on Stories More Than Wealth
Mitzi Perdue
COLLEGE PLANNING
East and West: Paying for College on the Coasts
Lynn O'Shaughnessy
Goldman, Morgan Stanley Want to Lend the Ultra-Rich More Money
Sonali Basak
CLIENT RELATIONS
Six Reasons Why Financial Advisors Should Visit Clients at Home
Matt Oechsli
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