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Entering a new year is a great time to reassess investment priorities to ensure firms are positioned for a brighter financial future. As wealth management firms prepare to lead their advisors and clients into a new decade, we believe the following five areas are critical considerations for long-term success:
01
A view into diversification: active and passive management.
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Searching for brighter returns.
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Have private markets obstacles gone away?
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Looking to model portfolios.
05
Viewing tax impacts through the correct lens.