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Why Windle Wealth is moving $150m to Altruist

Learn more about DJ Windle's decision to take his business from TDA to Altruist.

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2022 Year End: The State of the Industry with Jason Wenk

The end of the year is a common time to think about life, resolutions, commitments, and deliverables. It is also the time for advisors to think about the industry as a whole and what can be done to improve the following year. In this episode, Jason chats with Yohance Harrison to discuss the industry's current state, disruptive trends, and the three most significant pain points advisors should look out for in 2023. This end-of-the-year episode is one that you don't want to miss!

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