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Wealth Management Daily Memo

SEPTEMBER 25, 2018

TECHNOLOGY

United Income Encourages 'Radical' Reporting - And They Have Just the Tool For It

Samuel Steinberger

The automated investing platform wants to see its "total wealth return" reporting reflected across the industry.

FULL ARTICLE

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TECHNOLOGY

Former BlackRock, J.P. Morgan Executives Invest In Zoe Financial Lead Generation Service

Michael Thrasher

The two are among the group of angel investors that raised $2 million for Zoe Financial.

FULL ARTICLE

2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Building Beneficial Behavioral Habits

Sponsored by Ladenburg Thalmann Financial Services

Good decision-making drives investor success more than any other aspect of financial planning.

FULL ARTICLE

WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Asking Clients the Right Questions with Mitch Anthony

Michael Kitces

Mitch Anthony talks with Michael Kitces about the importance of language in financial planning.

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SPONSORED CONTENT

Financial Advisors Working with and Employing Millennials

Sponsored by American Portfolios

To be successful, you'll need to understand how millennials think, what they think and how to communicate with them.

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