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Wealth Management Daily Memo

FEBRUARY 22, 2018

HIGH NET WORTH

Wealth Transfer Planning After the Tax Cuts and Jobs Act

Charles L. Ratner

Discuss key points with clients and start taking action now.

FULL ARTICLE

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MARKETING

Acquiring New, Younger Clients Requires a Transformation of These Marketing Tactics

Craig Dunham

Rethink everything you think you know about marketing and client communications.

FULL ARTICLE

TECHNOLOGY

Contextual Data Is Paramount in Disrupting Digital Asset Management

Jordanne Pavao

The pervasiveness of mobile technology has played a vital role in increasing accessibility to asset management, but it’s just a start.

FULL ARTICLE