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Wealth Management Morning Memo

OCTOBER 27, 2022

ESTATE PLANNING

An Heiress Who Advocates for Paying Taxes?

Anna Sulkin

Could this approach turn the estate-planning industry upside down?

FULL ARTICLE

REGULATION AND COMPLIANCE

SEC Wants A Higher Hurdle For RIAs’ Use of Third Parties

Diana Britton

In the SEC proposal, RIAs would not be allowed to outsource to third parties unless they meet certain new requirements; some say the rule would be an extra burden for smaller advisors.

FULL ARTICLE

RESOURCE CENTER

Using Volatility Expectations for Successful Option Trading

Sponsored by Nasdaq

Learn how to create systematic approaches to NDX as well as choose the best options relative to an individual's outlook.

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CELEBRITY ESTATES PODCAST

Kirk, Michael and Cameron Douglas and the Challenge of Measuring up to Previous Generations

David H. Lenok

Many children born into prominent families struggle with the expectations.

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ETFS

Income-Hunting Investors Are Fueling a $50B ETF Bonanza

Emily Graffeo

Demand for steady income in stocks is booming as money managers bid up companies with a history of paying out profits to shareholders.

FULL ARTICLE

WHITE PAPER

How Technology Makes Adopting Direct Indexing Easy

Sponsored by Orion Advisor Tech

Stay one step ahead of the robots with Direct Indexing.

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WMTV

401KTV

401(k) Real Talk Episode 39: October 26, 2022

Fred Barstein

Open, honest and candid discussions about the latest news in the RPA industry.

WATCH NOW

THE HEALTHY ADVISOR PODCAST

The Healthy Advisor: Reflecting on a Life Well-Lived, Yet Not Without Tragedy

Diana Britton

With age, comes wisdom. And with 83 years on this Earth, advisor Joseph R. Biondo has a lot to share about life, tragedy and the pursuit of happiness.  

LISTEN NOW

WHITE PAPER

Institutional Crypto Adoption Grows

Sponsored by Galaxy Fund Management

Institutional investment spurs improvements and enhancements.

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