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Independent Intelligence on the Private Wealth Industry
Tuesday, October 20, 2026The Morning Brief →Sign in
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Michael Shamrell

In network coverage since September 4, 2026 · 1 story
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Record millionaire 401(k) count is a client-call list

Advisors who treat Fidelity's record as an agenda—Roth conversions, concentration reviews, income projections—turn a market statistic into a service event.
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