Adviser links: technology bets
Abnormal Returns
MAY 29, 2023
Podcasts Michael Kitces talks with Meg Bartelt of Flow Financial Planning about evolving her practice. wiredplanning.com) Cameron Passmore and Benjamin Felix talk with David Blanchett about regret optimized portfolios. forbes.com) How JP Morgan Chase ($JPM) plans to integrate the First Republic wealth management business.
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