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ThinkAdvisor

Weekend Review

Sep 22, 2019

Quiz

Quiz: How Well Do You Know Social Security?

By CJ Marwitz and Ronald Pechtimaldjian

Test your knowledge of this vital retirement program that FDR signed into law in 1935. Read More

News

How Vanguard's New Robo Could Transform the Digital Advice Market

By Bernice Napach

"Anytime Vanguard enters an industry it's a big deal," said David Goldstone of Backend Benchmarking. Read More

News

Kitces Addresses Concerns on XY Planning's Rapid Growth

By Janet Levaux

In an interview with ThinkAdvisor, Michael Kitces also discussed the network's lawsuit against Reg BI. Read More

Resources

What's Driving Advisors to Move in the New Market Landscape?

Sponsored by: Fidelity Investments

Get insights into the mindset that’s driving today’s advisors to make a move--and help realize their unique business vision. Learn More

Disrupted Communications: How to achieve and maintain compliance for your organization's electronic communications data

Sponsored by: Smarsh

It’s easy for modern communication methods to expose your firm to risk. Find out how to ensure you remain compliant! Learn More

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