Wealth Management Morning Memo

JULY 22, 2019

INDUSTRY

Advisors and Sustainable Investing

WealthManagement.com Staff

The numbers show advisors are still only lukewarm towards socially responsible investing.

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PHILANTHROPY

Don’t Let Disaster Philanthropy Become a Philanthropic Disaster

Bruce DeBoskey

Ensure your client’s generous response does the most good.

SPONSORED CONTENT

Fifth Annual Advisory Study: RIA Industry M&A

Sponsored by Nationwide Advisory Solutions

RIAs less bullish about M&A activity compared to prior years.

View the results.

RETIREMENT PLANNING

The Evolution of 401(k) Record-Keeping Technology

Chad Parks

Innovation, much of it facilitated by technology, has helped advisors desiring to work with small businesses in the retirement plan space, but it has been a long road.

WealthManagement Digital Edition

Goldman Buys United Capital for $750 Million in Cash. What Does It Want?

The Daily Brief

INDUSTRY

Northwestern Mutual Takes Financial Planning To The Chapel

Samuel Steinberger

Hungry for leads, Northwestern "Matchmaker" Mutual is working with wedding planning platform The Knot.

HIGH NET WORTH

Lawyer Allegedly Dupes Client out of Valuable Artwork

David H. Lenok

The art collector is suing for $200 million.

CLIENT RELATIONS

The Trouble With Explaining Behavioral Coaching

Samuel Steinberger

Morningstar explores why word choice could make or break investor appreciation of a key advisor value proposition.

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