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DECEMBER 27, 2022

ALTERNATIVE INVESTMENTS

Investment Strategies 2022 Review: The Fall of NFTs, Crypto

WealthManagement.com Staff

After a bullish 2021 for NFTs and cryptocurrencies, the value of these digital assets fell significantly in 2022.

FULL ARTICLE

CLIENT RELATIONS

How Climate Change Is Impacting Financial Planning

Anne Field

Advisors find global warming is affecting clients’ home insurance and property costs.

FULL ARTICLE

WHITE PAPER

Do You See Independence in Your Future?

Sponsored by AssetMark

From advisor to entrepreneur, determine which approach is right for you.

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INDUSTRY

Advisors Look to 2023 With Mixed Expectations for M&A

Ali Hibbs

Most firms believe the M&A market will cool in the coming year but have high expectations for their own growth.

FULL ARTICLE

PHILANTHROPY

Tech Wreck of 2022 Decimates Billionaires’ War Chests for Charity

Ben Steverman

Some of the biggest US foundations held concentrated positions that have plunged even more than the stock market, at a time when nonprofits are concerned giving will slow.

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

The 2022 WealthStack Survey

In partnership with BILL, SS&C Black Diamond, & TIFIN Wealth

How wealth managers are using technology.

DOWNLOAD THE REPORT

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