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Wealth Management Daily Memo

JULY 29, 2022

HIGH NET WORTH

Why Winning the $1.1B Lottery Won’t Make You an Overnight Billionaire

Paulina Cachero

Like any financial windfall, the jumbo Mega Millions prize will be subject to taxes.

FULL ARTICLE

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TECHNOLOGY

WealthStack Roundup: Envestnet's Scary National Study, New Hires at Riskalyze, and TSLH Launched

Davis Janowski

The wealth management Industry has a lot of work to do to reach the next generation of investors, Riskalyze adds to its C-suite, and the first hedged single-stock ETF launches.

FULL ARTICLE

WHITE PAPER

Focus on the Experience

Sponsored by Commonwealth Financial Network

The optimal client experience is key to an advisor’s success.

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INSURANCE

What Went Wrong With My Dividend Paying Whole Life Policy?

Bill Boersma

What advisors can learn from the reasons this client lost his term rider.

FULL ARTICLE

THE STEPHEN AND KEVIN SHOW

Strengthen Your Content Creation

Stephen Boswell and Kevin Nichols

Tips on creating a process for content creation.

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SPONSORED WEBINAR

The Rise in Interest Rates and the Impact on Wealth Management

Sponsored by SS&C Advent

Join this webinar on August 23rd for a timely discussion on how the Fed may be inadvertently slowing down M&A strategies in 2022.

REGISTER NOW