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ThinkAdvisor
@ThinkAdvisor
Providing financial advisors with the insights, trends and tools they need to lead clients — and the industry — forward.
New York, NY
Joined April 2009
1K Following
44K Followers
49.2K Posts
Policyholders Sue Asset Manager That Controlled Failed Life and Annuity Issuer dlvr.it/TW15Dl
5 Compliance Questions to Ask Before Choosing an AI Platform dlvr.it/TW158T
Buffer Annuities: Downside Protection Isn't a Floor dlvr.it/TW0KvZ
Top 15 States for Federal Estate Taxes dlvr.it/TW0Kpz
Who to follow
MichaelKitces 
@MichaelKitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Wealth Management
@wealth_mgmt
Wealth Management is the digital resource of all things wealth management for financial advisors and estate planning professionals.
InvestmentNews
@investmentnews
Where America's independent advisors, RIAs, wealth managers, and financial planners come for daily financial news, regulation, M&A, and practice intelligence.
Senate Democrats Seek Universal Home Care Benefits Proposals dlvr.it/TVzYz6
5 Ways to Help Clients Avoid RMD Confusion dlvr.it/TVzYqc
Shook Rebrands, Raising Questions dlvr.it/TVxq2W
Wells Fargo Adds 3 Teams dlvr.it/TVxpz5
Structure an Inheritance With an Annuity dlvr.it/TVx3nL
Schwab Plans Proprietary Long-Short Product, Touts AI Advances dlvr.it/TVx3kQ
IRA Planning for Non-Spouse Beneficiaries dlvr.it/TVwGvX
Cresset Appoints Joe Zidle as Chief Market Strategist dlvr.it/TVwGnY
Why Only 1 in 10 Retirees Draw Steady Portfolio Income dlvr.it/TVvV6F
Bluespring Wealth Acquires Family Wealth Counseling dlvr.it/TVvV2G
What Makes a Good Life Settlement Prospect? dlvr.it/TVtjDV
Siegel Raises Long-Term Stock Return Prediction dlvr.it/TVthyF
5 Tax and Planning Questions for High-Earning Pre-Retirees dlvr.it/TVthtn
North American Family Offices Feel Upbeat: Report dlvr.it/TVrxBB
MassMutual Offers Flourish Cash Through Its Financial Pros dlvr.it/TVrx73
7 Social Security Bills Brewing in Congress dlvr.it/TVr8yC
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