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World Investment Advisors Acquires $3.5B Raymond James Team

Morning Memo
 
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Wealth Management Morning Memo

JULY 17, 2024

RIA NEWS

World Investment Advisors Acquires $3.5B Raymond James Team

Diana Britton

Fresh off a rebrand, World Investment Advisors adds Boston Harbor Wealth Advisors, as it continues to build out its wealth business.  

FULL ARTICLE

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TECHNOLOGY

Osaic Launches More Sophisticated Retirement Income Planning Tools

Davis Janowski

The updates were done in partnership with IncomeConductor software.

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SPONSORED VIDEO

Why Diversity is the Key to Growth in Wealth Management

Sponsored by Cambridge Investment Research

Andrea Shafer, Cambridge reveals the power of diversity in wealth management.

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ALTERNATIVE INVESTMENTS

Is Gold Always a Safe-Haven Asset?

Larry Swedroe

Time to bust this myth.

FULL ARTICLE

ETFS

10 Investment Must Reads for This Week

WealthManagement.com Staff

BlackRock’s plans to leverage its recent acquisition of Preqin to build private market ETFs have drawn skeptics, reports the Financial Times. Fortune profiled nine executives in the burgeoning private credit arena. These are among the investment must reads we found this week for wealth advisors.

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FASTCHAT VIDEO

Why Active Fixed Income Matters More Than Ever

Sponsored by Shelton Capital Management

Explore how active management can uncover opportunities despite market volatility.

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Podcasts

THE WEALTHSTACK PODCAST

Strengthening Financial Futures With Healthcare Planning

Shannon Rosic

Caribou's Christine Simone details how healthcare planning can differentiate advisors.

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ADJUSTED FOR RISK PODCAST

Trends in SMB Space Present Opportunities for Wealth Managers

Ryan Nauman

InterVal's Trevor Greenway explains how advisors can solve the challenge of determining the value of small- and medium-sized business when creating a financial plan for owners.

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WEBINAR

The Role of Fossil Fuel and Nuclear in the Clean Energy Transition

Sponsored by Range Fund Holdings

Join us tomorrow, to explore the crucial role of nuclear energy in the clean energy transition and discover promising investment opportunities in the evolving energy landscape.

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