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RIA Roundup: Captrust Buys $1 1B Trutina in Pacific Northwest

No less than 13 deals were announced in the RIA space this week, along with a rebrand, a new launch and a couple of talent grabs.

United statesNorth carolinaColorado springsNew jerseySouth carolinaIan aquilarAndrew palmasanoTed suttonPaul stetzAlex arnoldRaymond jamesBrian williamsSean mortonDavid fisherCharles wannerJohn middleton

Scared To Spend: Overcoming The Retirement Cycle Of Fear

A dirty little secret about retirement is that transitioning into this phase of life can be one of the most stressful things we ever do. But it doesn t have to be.

United statesBrian portnoyDoug liptakShaping wealthSocial securityRetirement spendingFear in retirementPersonal financeBehavioral financeTim maurer

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