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OCTOBER 8, 2018

INDUSTRY

These 10 Podcasts Will Make You a Smarter Financial Advisor

John Kador

The best of the new podcasts released since 2017.

FULL ARTICLE

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HIGH NET WORTH

Make the IRS an Offer They Can’t Refuse

Harvey Bezozi

Offers in compromise explained.

FULL ARTICLE

SPONSORED CONTENT

Kings of the Castles

Sponsored by VanEck

Why moat, price, and process matter for stock selection.

FULL ARTICLE

CLIENT RELATIONS

Taking the Stage: Why Advisors Should Practice Like Entertainers

Julie Genjac

Use old-fashioned role-playing to prepare for client meetings.

FULL ARTICLE

Wealth Management Digital Edition

The Best Asset Mix is …. It depends on your faith and your time horizon.

FULL ARTICLE

The Daily Brief

REGULATION AND COMPLIANCE

U.S. Was the Global Leader in Fines Against Financial Firms Last Year

Diana Britton

But global penalties overall are trending down so far this year, including in the U.S.

FULL ARTICLE

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