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Kelley","/author/donald-h-kelley","https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt3654341cfa605f2f/6724b9979a89be18031bde72/dhipic2.jpg","role","Attorney","Save Time, Money with Automated Drafting","/advisor-support-platforms/save-time-money-with-automated-drafting","linkAttrs",{},"Mar 18, 2009","Wealth Transfer Planning (InterActive Legal Systems), by Jonathan G. Blattmachr and Michael L. Graham, is a sophisticated automated drafting system for estate-planning documents","articleBodyJsonSummary","normal","paidGating",{"_775":32,"_776":777},"paidContent","paidProductTaxonomy",[],"articleSize","big",{"_184":185,"_163":781,"_186":782,"_169":788,"_171":788,"_174":789,"_767":790,"_176":177,"_178":791,"_180":177,"_172":792,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":793,"_778":779},{"_165":177,"_167":177},[783],{"_54":784,"_190":785,"_192":786,"_763":787},"Matt Oechsli","/author/matt-oechsli","https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt8b78fa4b3af4982f/6724b89b468f573d3d8d63fe/matt-oechsli-web.jpg","Columnist: The Inner Game","Suffering From Process Overload?","/advisor-support-platforms/suffering-from-process-overload-",{},"Mar 5, 2009","Washington, D.C.: \"We've got systems and procedures down to a science,\" said Marty, \"but something is missing in our client relationships. We've recently lost four clients who I thought we were providing with a high level of service,\" he said. Marty wanted me to help him pinpoint that missing link.",{"_775":32,"_776":794},[],{"_184":185,"_163":796,"_186":797,"_169":805,"_171":805,"_174":806,"_767":807,"_176":177,"_178":808,"_180":177,"_172":809,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":810,"_778":779},{"_165":177,"_167":177},[798,802],{"_54":799,"_190":800,"_192":801,"_763":177},"Michael Gilfix","/author/michael-gilfix","https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blta6b2a79f3dbf4206/6724b9960b01876a7785b4c7/michael-gilfix.jpg",{"_54":803,"_190":804,"_192":177,"_763":177},"Carolyn A. Chandler","/author/carolyn-a-chandler","Burials--Going Green and Greener","/advisor-support-platforms/burials-going-green-and-greener",{},"Mar 4, 2009","Clients increasingly are opting for one the more intimate forms of recycling. If you think your client might be interested, suggest it as an option when drafting their advance directives.",{"_775":32,"_776":811},[],{"_184":185,"_163":813,"_186":814,"_169":815,"_171":815,"_174":816,"_767":817,"_176":177,"_178":818,"_180":177,"_172":819,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":820,"_778":779},{"_165":177,"_167":177},[],"First State Trust Company Continues Its Innovative Traditions","/advisor-support-platforms/first-state-trust-company-continues-its-innovative-traditions",{},"Feb 24, 2009","E.F. 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It presents a common interface for financial planning, asset allocation, proposals, account balancing and back-office operations",{"_775":32,"_776":861},[],{"_184":185,"_163":863,"_186":864,"_169":866,"_171":866,"_174":867,"_767":868,"_176":177,"_178":869,"_180":177,"_172":870,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":871,"_778":779},{"_165":177,"_167":177},[865],{"_54":784,"_190":785,"_192":786,"_763":787},"Profitability In Tough Times","/advisor-support-platforms/profitability-in-tough-times",{},"Jan 22, 2009","Los Angeles: \"It's been a difficult six months,\" says Gerald, \"We had to let one of our support people go last week, and now we're reevaluating everyone's role—and we could sure use your help.\"",{"_775":32,"_776":872},[],{"_184":185,"_163":874,"_186":875,"_169":877,"_171":877,"_174":878,"_767":879,"_176":177,"_178":880,"_180":177,"_172":881,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":882,"_778":779},{"_165":177,"_167":177},[876],{"_54":784,"_190":785,"_192":786,"_763":787},"Maintaining Balance In Tough Times","/advisor-support-platforms/maintaining-balance-in-tough-times",{},"Jan 8, 2009","Greensboro: \"I'm not going to sugarcoat anything. I listened to your 'Winning in Tough Times' webinar and that's exactly what we needed to hear.",{"_775":32,"_776":883},[],{"_184":185,"_163":885,"_186":886,"_169":887,"_171":887,"_174":888,"_767":889,"_176":177,"_178":890,"_180":177,"_172":891,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":892,"_778":779},{"_165":177,"_167":177},[],"January 2009 TOC","/advisor-support-platforms/january-2009-toc",{},"Jan 5, 2009","The Table of contents for the January 2009 issue of Trusts & Estates Magazine",{"_775":32,"_776":893},[],{"_184":185,"_163":895,"_186":896,"_169":898,"_171":898,"_174":899,"_767":900,"_176":177,"_178":901,"_180":177,"_172":902,"_771":177,"_196":772,"_181":337,"_183":338,"_194":362,"_773":903,"_778":779},{"_165":177,"_167":177},[897],{"_54":760,"_190":761,"_192":762,"_763":764},"Don Kelly Tech Review: PT Manager","/financial-technology/don-kelly-tech-review-pt-manager",{},"Dec 18, 2008","Keep track of trust data and expedite trust administration",{"_775":32,"_776":904},[],{"_184":185,"_163":906,"_186":907,"_169":908,"_171":908,"_174":909,"_767":910,"_176":177,"_178":901,"_180":177,"_172":911,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":912,"_778":779},{"_165":177,"_167":177},[],"GenSpring Family Offices to Acquire Cymric Family Office Services","/advisor-support-platforms/genspring-family-offices-to-acquire-cymric-family-office-services",{},"GenSpring Family Offices, a wealth management firm exclusively for ultra high net worth families, announced today that it has signed a definitive purchase agreement to acquire Cymric Family Office Services.",{"_775":32,"_776":913},[],{"_184":185,"_163":915,"_186":916,"_169":917,"_171":917,"_174":918,"_767":919,"_176":177,"_178":920,"_180":177,"_172":177,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":921,"_778":779},{"_165":177,"_167":177},[],"December 2008 TOC","/advisor-support-platforms/december-2008-toc",{},"Dec 10, 2008",{"_775":32,"_776":922},[],{"_184":185,"_163":924,"_186":925,"_169":929,"_171":930,"_174":931,"_767":932,"_176":177,"_178":933,"_180":177,"_172":934,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":935,"_778":779},{"_165":177,"_167":177},[926],{"_54":927,"_190":928,"_192":177,"_763":177},"Herbert E. Nass","/author/herbert-e-nass","High Flyer 2008-11-26","High Flyer","/advisor-support-platforms/high-flyer-2008-11-26",{},"Nov 26, 2008","Robert Craig Knievel, purportedly nicknamed “Evel” by police after an arrest for stealing hubcaps off cars, was born on Oct. 17, 1938 in Butte, Mont., and died in Clearwater, Fla., on Nov. 20, 2007, at the age of 69.",{"_775":32,"_776":936},[],{"_184":185,"_163":938,"_186":939,"_169":943,"_171":943,"_174":944,"_767":945,"_176":177,"_178":946,"_180":177,"_172":947,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":948,"_778":779},{"_165":177,"_167":177},[940],{"_54":941,"_190":942,"_192":177,"_763":177},"Christina Mucciolo","/author/christina-mucciolo","If You’ve Got Leaving On Your Mind, Who’s Going With You?","/advisor-support-platforms/if-you-ve-got-leaving-on-your-mind-who-s-going-with-you-",{},"Nov 19, 2008","Keeping your book of clients intact when switching firms has never been a cakewalk, but it sure isn’t getting any easier.",{"_775":32,"_776":949},[],{"_184":185,"_163":951,"_186":952,"_169":954,"_171":954,"_174":955,"_767":956,"_176":177,"_178":957,"_180":177,"_172":958,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":959,"_778":779},{"_165":177,"_167":177},[953],{"_54":760,"_190":761,"_192":762,"_763":764},"Speed Up Your Document Editing","/advisor-support-platforms/speed-up-your-document-editing",{},"Nov 18, 2008","Document origination has come a long way from the dictating machine, penciled markups and going back and forth to the transcriber. With electronic files on your computer it is easy to correct and add to files. Once the document is originated, why not save time and get a better product by editing it yourself? You may even get a better feel for the flow and accuracy of the text by working with it yourself. (This discussion is primarily based on Microsoft Word for PCs, but other word processing programs have similar functions.)",{"_775":32,"_776":960},[],{"_184":185,"_163":962,"_186":963,"_169":967,"_171":967,"_174":968,"_767":969,"_176":177,"_178":957,"_180":177,"_172":970,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":971,"_778":779},{"_165":177,"_167":177},[964],{"_54":965,"_190":966,"_192":177,"_763":177},"Alan Lavine","/author/alan-lavine","Looking For Good Grades In Life Insurance","/advisor-support-platforms/looking-for-good-grades-in-life-insurance",{},"You and your clients may be worrying about whether they can really count on those hefty life insurance policies they’ve got.",{"_775":32,"_776":972},[],{"_184":185,"_163":974,"_186":975,"_169":976,"_171":976,"_174":977,"_767":978,"_176":177,"_178":979,"_180":177,"_172":980,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":981,"_778":779},{"_165":177,"_167":177},[],"November 2008 TOC","/advisor-support-platforms/november-2008-toc",{},"Nov 12, 2008","Fabulous faux: Brigid Berlin, famous in the 1960s as a superstar in Andy Warhol’s Factory scene, recently showed that she still has the charm and presence to hold the center of attention. This fall Doyle New York sold her personal collection of costume jewelry and, natch, threw a party in Berlin’s honor to celebrate the occasion. Admirers buzzed around the now 72-year-old, as she signed autographs and held court.",{"_775":32,"_776":982},[],{"_184":185,"_163":984,"_186":985,"_169":986,"_171":986,"_174":987,"_767":988,"_176":177,"_178":989,"_180":177,"_172":990,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":991,"_778":779},{"_165":177,"_167":177},[],"Bryn Mawr Trust Company of Delaware Opens Doors","/advisor-support-platforms/bryn-mawr-trust-company-of-delaware-opens-doors",{},"Nov 5, 2008","The Bryn Mawr Trust Company, a leading provider of trust, banking and wealth management services, has announced the opening of a limited purpose trust company in the state of Delaware effective immediately.",{"_775":32,"_776":992},[],{"_184":185,"_163":994,"_186":995,"_169":999,"_171":1000,"_174":1001,"_767":1002,"_176":177,"_178":989,"_180":177,"_172":1003,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1004,"_778":779},{"_165":177,"_167":177},[996],{"_54":997,"_190":998,"_192":177,"_763":177},"Kristen French","/author/kristen-french","Promises Will Be Broken 2008-11-05","Promises Will Be Broken","/advisor-support-platforms/promises-will-be-broken-2008-11-05",{},"Once in office, will President Obama have the political guts to attack the coming retirement crisis?",{"_775":32,"_776":1005},[],{"_184":185,"_163":1007,"_186":1008,"_169":1014,"_171":1014,"_174":1015,"_767":1016,"_176":177,"_178":1017,"_180":177,"_172":1018,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1019,"_778":779},{"_165":177,"_167":177},[1009],{"_54":1010,"_190":1011,"_192":1012,"_763":1013},"Barry A. Nelson","/author/barry-a-nelson","https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt93e00ae7de6e082c/6724b7d78ea8e17f4b1de5c4/barrynelsonweb.jpg","Founder","Throw Me From The Train","/advisor-support-platforms/throw-me-from-the-train",{},"Oct 29, 2008","The death tax repeal sunsets in 2011. What should your clients tell their families?",{"_775":32,"_776":1020},[],{"_184":185,"_163":1022,"_186":1023,"_169":1025,"_171":1025,"_174":1026,"_767":1027,"_176":177,"_178":1028,"_180":177,"_172":1029,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1030,"_778":779},{"_165":177,"_167":177},[1024],{"_54":784,"_190":785,"_192":786,"_763":787},"Winning In Tough Times: Part 1","/advisor-support-platforms/winning-in-tough-times-part-1",{},"Oct 16, 2008","New York: \"It's been a real rough month,\" sighed Jeremy, \"We've all been taking incoming calls non-stop, from the time we arrive in the morning until we leave at night.",{"_775":32,"_776":1031},[],{"_184":185,"_163":1033,"_186":1034,"_169":1035,"_171":1035,"_174":1036,"_767":1037,"_176":177,"_178":1038,"_180":177,"_172":1039,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1040,"_778":779},{"_165":177,"_167":177},[],"October 2008 TOC","/advisor-support-platforms/october-2008-toc",{},"Oct 13, 2008","Wall Street is wailing; the economy is ailing; and in the end it’ll likely be us taxpayers who’ll be bawling over Bush’s bailing out of financial firms.",{"_775":32,"_776":1041},[],{"_184":185,"_163":1043,"_186":1044,"_169":1046,"_171":1046,"_174":1047,"_767":1048,"_176":177,"_178":1049,"_180":177,"_172":1050,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1051,"_778":779},{"_165":177,"_167":177},[1045],{"_54":784,"_190":785,"_192":786,"_763":787},"Challenging Times Require Creativity","/advisor-support-platforms/challenging-times-require-creativity",{},"Oct 2, 2008","\"I feel like I'm banging my head against the wall when it comes to implementing any type of change within our team,\" Mary moaned as we walked down the hall following a team leadership workshop I'd just delivered.",{"_775":32,"_776":1052},[],{"_184":185,"_163":1054,"_186":1055,"_169":1056,"_171":1056,"_174":1057,"_767":1058,"_176":177,"_178":1059,"_180":177,"_172":1060,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1061,"_778":779},{"_165":177,"_167":177},[],"September 2008 TOC","/advisor-support-platforms/september-2008-toc",{},"Sep 22, 2008","Europeans went on a summer shopping spree—not only in the United States, where the Euro stretched far because of a weak dollar, but also in the European auction houses. Sotheby’s week-long sale of Old Master Paintings in London this July realized a combined total of US $117.3 million, the second highest total for a series of Old Master sales at Sotheby’s, a 31 percent increase on the same week last year and an 87 percent increase on the July 2006 total.",{"_775":32,"_776":1062},[],{"_184":185,"_163":1064,"_186":1065,"_169":1069,"_171":1069,"_174":1070,"_767":1071,"_176":177,"_178":1072,"_180":177,"_172":1073,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1074,"_778":779},{"_165":177,"_167":177},[1066],{"_54":1067,"_190":1068,"_192":177,"_763":177},"Susan Konig","/author/susan-konig","Regulators’ Top Ten Problems List","/advisor-support-platforms/regulators-top-ten-problems-list",{},"Sep 12, 2008","Lehman Brothers is on the ropes, and other financial firms are reeling.",{"_775":32,"_776":1075},[],{"_184":185,"_163":1077,"_186":1078,"_169":1079,"_171":1079,"_174":1080,"_767":1081,"_176":177,"_178":1082,"_180":177,"_172":1083,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1084,"_778":779},{"_165":177,"_167":177},[],"2009 MDRT Executive Committee Announced Presidential plans include building awareness of MDRT membership benefits","/advisor-support-platforms/2009-mdrt-executive-committee-announced-presidential-plans-include-building-awareness-of-mdrt-membership-benefits",{},"Sep 8, 2008","The Million Dollar Round Table (MDRT) has named Walton W. Rogers, CLU, ChFC, President of the 2008–2009 MDRT Executive Committee.",{"_775":32,"_776":1085},[],{"_184":185,"_163":1087,"_186":1088,"_169":1089,"_171":1089,"_174":1090,"_767":1091,"_176":177,"_178":1092,"_180":177,"_172":1093,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1094,"_778":779},{"_165":177,"_167":177},[],"IFM Group re-structure and make key business development appointment","/advisor-support-platforms/ifm-group-re-structure-and-make-key-business-development-appointment",{},"Sep 4, 2008","IFM Group has completed a re-structure of its business to meet the growing demands of its clients world-wide.",{"_775":32,"_776":1095},[],{"_184":185,"_163":1097,"_186":1098,"_169":1100,"_171":1100,"_174":1101,"_767":1102,"_176":177,"_178":1092,"_180":177,"_172":1103,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1104,"_778":779},{"_165":177,"_167":177},[1099],{"_54":784,"_190":785,"_192":786,"_763":787},"10 Common Myths Of Practice Management","/advisor-support-platforms/10-common-myths-of-practice-management",{},"Charlotte: \"I've yet to find the perfect practice management system,\" explained Wally, \"We have spent more money than I like to think about, and our business has been flat for the last three years—and now we're down.\"",{"_775":32,"_776":1105},[],{"_184":185,"_163":1107,"_186":1108,"_169":1109,"_171":1109,"_174":1110,"_767":1111,"_176":177,"_178":1112,"_180":177,"_172":1113,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1114,"_778":779},{"_165":177,"_167":177},[],"DM Trust Company Names New Leadership","/advisor-support-platforms/dm-trust-company-names-new-leadership",{},"Aug 19, 2008","DM Trust Company, an affiliated business of law firm Duane Morris LLP, is pleased to announce that it has named David Glickman, formerly the managing director of Fidelity Investments in Wilmington, Del., its new president.",{"_775":32,"_776":1115},[],{"_184":185,"_163":1117,"_186":1118,"_169":1119,"_171":1119,"_174":1120,"_767":1121,"_176":177,"_178":1122,"_180":177,"_172":1123,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1124,"_778":779},{"_165":177,"_167":177},[],"Dallas Lawyer Elected as Chair of the American Bar Association Section of Real Property, Trust and Estate Law","/advisor-support-platforms/dallas-lawyer-elected-as-chair-of-the-american-bar-association-section-of-real-property-trust-and-estate-law",{},"Aug 18, 2008","The American Bar Association Section of Real Property, Trust and Estate Law has elected Dallas lawyer Steve Akers as chair of the section.",{"_775":32,"_776":1125},[],{"_184":185,"_163":1127,"_186":1128,"_169":1132,"_171":1132,"_174":1133,"_767":1134,"_176":177,"_178":1135,"_180":177,"_172":1136,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1137,"_778":779},{"_165":177,"_167":177},[1129],{"_54":1130,"_190":1131,"_192":177,"_763":177},"John Churchill","/author/john-churchill","SRI Gets A Black Eye?","/advisor-support-platforms/sri-gets-a-black-eye-",{},"Aug 6, 2008","Socially responsible investing (SRI), however one defines it, has been getting serious traction from investors in recent years. But do you, or your clients, really know where those SRI dollars are going? It’s a question worth asking.",{"_775":32,"_776":1138},[],{"_184":185,"_163":1140,"_186":1141,"_169":1142,"_171":1142,"_174":1143,"_767":1144,"_176":177,"_178":1145,"_180":177,"_172":1146,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1147,"_778":779},{"_165":177,"_167":177},[],"Pitcairn Taps Leslie Voth as President/COO","/advisor-support-platforms/pitcairn-taps-leslie-voth-as-president-coo",{},"Aug 4, 2008","Pitcairn, a leading multi-family office helping families sustain generational wealth, today named Leslie C. Voth as president and chief operating officer",{"_775":32,"_776":1148},[],{"_184":185,"_163":1150,"_186":1151,"_169":1152,"_171":1152,"_174":1153,"_767":1154,"_176":177,"_178":1155,"_180":177,"_172":1156,"_771":177,"_196":772,"_181":347,"_183":348,"_194":362,"_773":1157,"_778":779},{"_165":177,"_167":177},[],"FineMark National Bank Trust Announces Plans for Bonita Springs Office","/advisor-support-platforms/finemark-national-bank-trust-announces-plans-for-bonita-springs-office",{},"Jul 28, 2008","FineMark National Bank Trust plans to open a Bonita Springs office in January 2009, announced Joseph R. Catti, president and CEO. Construction has already begun on the new office, which is located at 10010 Coconut Road in the Brooks Town Center, near Coconut Point.",{"_775":32,"_776":1158},[],"sidebarModules",[1161,1209,1224,1336,1371,1390],{"_88":1162,"_1163":1164,"_1206":1207},"module_content_cards","data",{"_112":1165,"_1166":1167,"_196":1168,"_754":1169,"_1202":1203,"_1204":1203,"_1205":-7},"RSB - Content cards","moduleLabel","Latest news","default",[1170,1185,1193],{"_88":1171,"_1163":1172},"contentPreview",{"_184":185,"_196":1173,"_163":1174,"_169":1177,"_171":1178,"_174":1179,"_176":1179,"_767":1180,"_178":179,"_180":177,"_181":158,"_183":159,"_186":1181,"_194":271,"_773":1183},"card-horizontal",{"_165":1175,"_167":1176},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt67004ea2ccff0fbb/67abcc8f39b12b008b1cb140/restieiri-oros-hightower.jpg","Larry Restieri and Bob Oros Hightower","Hightower CEO Bob Oros To Step Down","Hightower CEO Bob Oros To Step Down ","/career-moves/hightower-ceo-bob-oros-to-step-down",{},[1182],{"_54":359,"_190":360,"_192":361},{"_775":32,"_776":1184},[],{"_88":1171,"_1163":1186},{"_184":185,"_196":1173,"_163":1187,"_169":170,"_171":170,"_174":175,"_176":175,"_767":1188,"_178":179,"_180":177,"_181":182,"_183":133,"_186":1189,"_194":195,"_773":1191},{"_165":166,"_167":168},{},[1190],{"_54":189,"_190":191,"_192":193},{"_775":32,"_776":1192},[],{"_88":1171,"_1163":1194},{"_184":185,"_196":1173,"_163":1195,"_169":263,"_171":1196,"_174":265,"_176":265,"_767":1197,"_178":179,"_180":177,"_181":233,"_183":234,"_186":1198,"_194":271,"_773":1200},{"_165":261,"_167":262},"Advisor Use of Custom Model Portfolios Rises",{},[1199],{"_54":268,"_190":269,"_192":270},{"_775":32,"_776":1201},[],"dateDisplay","show","contributorDisplay","displayAd","adConfig",{"_1208":32},"nativeAdOption",{"_88":1210,"_1211":1212,"_1163":1213},"module_newsletter_promo","uid","blta6c28a4504323eb8",{"_112":1214,"_670":1215,"_1216":1212,"_671":1217,"_196":1218,"_1219":1220,"_1221":32,"_1222":1223},"Sign Up for Newsletters","Sign up to receive the latest insights, trends, and analysis.","newsletterId","Subscribe now","horizontal","mode","dark","isOnHomepage","moduleLocation","sidebar",{"_88":1225,"_1163":1226},"module_content_spotlight",{"_196":772,"_1219":1227,"_1228":1229,"_1230":1231,"_184":1232,"_176":471,"_1233":1234},"light","textAlignment","center","moduleDesign","standard","Document","content",{"_1235":1236,"_522":1237,"_1240":1241,"_1242":503,"_1243":503,"_1244":1245,"_172":1325,"_1326":1325,"_1327":1328,"_767":1331,"_174":1330,"_181":255,"_183":1332,"_178":1333,"_773":1334},"keywords",[],{"_56":1238,"_512":1239},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt22b65b64421af461/6737484822c13397ad2f1459/iStock-1187113662.jpg","iStock-1187113662.jpg","summary","Featured WMIQ Research","heading","mobileHeading","articleBody",[1246,1262,1268,1273,1278,1283,1315,1320],{"_88":1247,"_1248":1249,"_1233":1252},"paragraph","attrs",{"_1250":1251},"textAlign","left",[1253,1255],{"_88":1254},"hardBreak",{"_88":522,"_1248":1256},{"_1250":1251,"_165":1257,"_167":1258,"_112":-5,"_1259":1260},"https://eu-images.contentstack.com/v3/assets/bltabaa95ef14172c61/blt21897644bb1e60b4/67374845c2f89b587e22ae12/57ce9757-7cad-46ce-ba00-6f4311af5027.mma_primary_logo_h_blue-250_1.png","57ce9757-7cad-46ce-ba00-6f4311af5027.mma_primary_logo_h_blue-250_1.png","style",{"_1261":1229},"float",{"_88":1247,"_1248":1263,"_1233":1264},{"_1250":1251},[1265],{"_88":1266,"_1266":1267},"text","Advisors and principals at wealth management firms, as well as their counterparts at retirement plan advisory firms, agree on one thing: The convergence of their business models is coming.",{"_88":1247,"_1248":1269,"_1233":1270},{"_1250":1251},[1271],{"_88":1266,"_1266":1272},"A new study of wealth managers and retirement plan advisors conducted by Wealth Management IQ, Informa and Marsh McLennan Agency, explored the reasons for the convergence and how each business model views the challenges and opportunities that lie ahead.",{"_88":1247,"_1248":1274,"_1233":1275},{"_1250":1251},[1276],{"_88":1266,"_1266":1277},"This report explores the findings of the research and provides insights that can give advisors in either camp a competitive edge as the market evolves.",{"_88":1247,"_1248":1279,"_1233":1280},{"_1250":1251},[1281],{"_88":1266,"_1266":1282},"The report will touch on:",{"_88":1284,"_1233":1285},"bulletList",[1286,1294,1301,1308],{"_88":1287,"_1233":1288},"listItem",[1289],{"_88":1247,"_1248":1290,"_1233":1291},{"_1250":1251},[1292],{"_88":1266,"_1266":1293},"How volatility, technology, demographics and retirement income are creating new opportunities in wealth and retirement.",{"_88":1287,"_1233":1295},[1296],{"_88":1247,"_1248":1297,"_1233":1298},{"_1250":1251},[1299],{"_88":1266,"_1266":1300},"How defined contribution plans are presenting advisors with access to thousands of qualified prospects.",{"_88":1287,"_1233":1302},[1303],{"_88":1247,"_1248":1304,"_1233":1305},{"_1250":1251},[1306],{"_88":1266,"_1266":1307},"How M&A is quickly aligning retirement plan and wealth management capabilities to accelerate convergence.",{"_88":1287,"_1233":1309},[1310],{"_88":1247,"_1248":1311,"_1233":1312},{"_1250":1251},[1313],{"_88":1266,"_1266":1314},"How private equity is fueling convergence — and what could be coming next.",{"_88":1247,"_1248":1316,"_1233":1317},{"_1250":1251},[1318],{"_88":1266,"_1266":1319},"Download the report. 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