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Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.
November 29
Jefferson National -
Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.
November 27
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Most Americans would prefer to age in place, but sometimes the costs make it impractical. Here's how to help.
November 27
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When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.
November 21
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When it comes to planning, hitting financial goals is only part of the story.
November 21
Retirement Matters - FP magazine
It’s the Roth’s 20th birthday. Where is everyone?
November 20
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How do advisors navigate all the client portals?
November 17
Totum Risk -
The great value in simplicity is that the client can personally identify with the investment approach.
November 17
Samara Capital -
17 great reads planners recommend to their colleagues and clients.
November 17
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The board will release new proposed revisions and seeks additional public comments.
November 15
