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Wealth Advisor Daily
You’re reading this edition
Edition No. 071
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Friday, October 23, 2026
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In network coverage since September 7, 2026 · 3 stories
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practice
MoneyGuide can now model the annuity inside the plan
The income floor now sits in the same projection as the portfolio, moving the decumulation fight from illustration to product selection.
income · Sep 17
MoneyGuide's annuity account types make the projection the new shelf
book · Sep 7
Social Security worries outrun client plans—an advisor opening
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