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The Benefits of Substack as a Publishing Platform for Advisors

The Benefits of Substack as a Publishing Platform for Advisors

John Kador | WealthManagement.com Like clockwork, every Wednesday morning, Russ Thornton, an Atlanta-based advisor who specializes in helping women with retirement planning, publishes a financial newsletter called “Wealthcare for Women” on...

HPA Exchange Acquires Dignity Health Micro-Hospital in Phoenix

“HPA Exchange was founded earlier this year with the goal of targeting mission-critical  healthcare real estate within growth markets that exhibit strong fundamentals, stable health system environments and a growing aging population.”

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Peachtree launches 1031 Exchange DST program

Peachtree launches 1031 Exchange DST program

Peachtree launches 1031 Exchange DST program August 22, 2022 | Hotel Business Peachtree Group has named Tim Witt as president of the company’s newly launched 1031 Exchange...

SS&C Acquires Tier1’s CRM Business

SS&C Acquires Tier1’s CRM Business

SS&C Acquires Tier1’s CRM Business August 23, 2022 | SS&C SS&C Technologies Holdings, Inc. announced it has acquired the sell-side Tier1 CRM business and related...

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Clip: A Purpose-Built Technology Team

In this clip from Inside the V(ALT), Gary Davi describes how Centersky works with its clients to develop solutions for their business problems.

Clip: About Centersky

In this clip from Inside the V(ALT), Gary Davi talks about the two themes of Centersky’s mission statement and how they supplement a sponsor’s IT department.

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