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In the news

Attention advisors: Young inheritors want different investments than their parents had

Barron's, April 23, 2026

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Wealth Think: When direct indexing is the wrong fit for your client

Financial Planning, April 22, 2026

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How to turn appreciated stock into tax savings with gain harvesting

Financial Planning, January 14, 2026

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Influential women in institutional investing: Liana Magner, EVP and Head of Retirement & Institutional in the US

Pensions & Investments, September 8, 2025

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