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Investment Advisor Magazine

With more than 40 years serving independent and independent-minded advisors, Investment Advisor's well-earned reputation as the home of the best minds in the investment advisor universe serves the diverse and ever-changing needs of its readers.

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December 2021

2021 News of the Year

17 Top Financial Services M&A Deals of 2021

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Are Custodians Tilting at Windmills?

2 Ways to Remove Alternatives’ Mystique for Clients
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Current Issue

December 2021

2021 News of the Year

17 Top Financial Services M&A Deals of 2021

Biggest Washington News of 2021

Biggest Portfolio News of 2021

Biggest Retirement News of 2021

Are Custodians Tilting at Windmills?

2 Ways to Remove Alternatives’ Mystique for Clients
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Featured Resources
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From Bill.com
Creating Stickiness with High-Net-Worth Clients

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From T. Rowe Price Investment Services, Inc.
Growth Delayed but Not Derailed

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Choosing the Right Model Portfolio Provider For Your Business

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From Charles Schwab Independent Branch Services
Finding the Right Fit: Why Financial Advisors Are Choosing the Franchise Model

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