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The Wealth Advisor

Contributor

The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

Flexible Plan: Change Is Inevitable

By Jerry Wagner

Have you ever found a forgotten sandwich in the back of your fridge? Although it began as a delicious creation, over time, it transformed into something ... well, let’s say it wouldn’t make the cut on any cooking show. That’s entropy in action—the universe’s tendency to move from order to disorder. It’s not just about moldy sandwiches; it’s a fundamental law of nature that affects everything, including your investments.

Colonial River Wealth Management Chooses Axxcess Platform

Colonial River Wealth Management has completed a strategic integration with the Axxcess Platform, a leading provider of wealth management solutions for high-net-worth clients and the advisors that service them. The partnership delivers value-added operational and administrative services coupled with significant enhancements to the firm's client experience.