Wealth Management Morning Memo

OCTOBER 18, 2018

COLLEGE PLANNING

East and West: Paying for College on the Coasts

Lynn O'Shaughnessy

Students and their parents need to understand the realities of aiming for these schools.

ESTATE PLANNING

Facing Fear of Death

L. Paul Hood Jr.

Estate planning causes people to face their own mortality; helping clients cope with this reality is vital.

SPONSORED CONTENT

The “New Normal”

Sponsored by Guterman Partners, LLC

How investment funds are dealing with rising interest rates.

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TECHNOLOGY

Avoid A Potential Merger Pitfall: Poor Tech And Inefficient Processes

Linda Ding

An efficient advisory firm with modern technology that has automated what processes it can is more appealing in a merger or acquisition.

SPONSORED CONTENT

Building Trust in Wealth Management

Sponsored by Perficient

Key considerations for building trust with Millennials

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The Daily Brief

TECHNOLOGY

HSBC Partners With Marstone For Digital Advice Offering

Davis Janowski

White label provider Marstone, Inc. is partnering with HSBC to create HSBC Wealth Track.

INDUSTRY

Morgan Stanley Wealth Management Improves Profitability, Closes In on Top Competitor

Michael Thrasher

The pre-tax margin of the bank's wealth management business is inching closer to that of Merrill Lynch.

TECHNOLOGY

Cetera Adds New Program to Its Tech Stack with Unbundled Fees

Diana Britton

My Advice Architect's Advisor II program allows advisors to charge as little as $6.95 per transaction.

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