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DECEMBER 6, 2023

CAREERS

The Ten Best Business Books of 2023 for Advisors

John Kador

This year’s crop includes major books by two of the best business writers working today.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

CAIS, Mercer Survey Finds Growing Interest in Alts

David Bodamer

The research found more than 60% of advisors have at least some exposure to alternative investments and most expect usage to grow.

FULL ARTICLE

FASTCHAT VIDEO

What Every Advisor Needs to Know About Transition

Sponsored by Cambridge Investment Research

Learn what every advisor needs to understand in this tell-all from an industry executive who’s seen her fair share of transitions.

WATCH NOW

RIA EDGE PODCAST

Navigating RIA Growth, Succession Planning with Rob Madore

David Armstrong

MarshBerry’s Rob Madore shares strategies for growth, succession and the recent shift in how RIAs are approaching mergers and acquisitions.

Sponsored by Schwab Advisor Services

LISTEN NOW

ESTATE PLANNING

FinCEN Extends CTA Reporting Deadline

Evgeny Magidenko

The new rule gives more time for companies created in 2024 to file initial beneficial ownership reports.

FULL ARTICLE

WHITE PAPER

Alternative Investments Are an Increasingly Popular Tool in Client Portfolios

Sponsored by Alternatives by Franklin Templeton

Greater education around alternatives and the need for diversified assets have boosted use — and there is still room to grow.

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