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OCTOBER 18, 2018
COLLEGE PLANNING
East and West: Paying for College on the Coasts
Lynn O'Shaughnessy
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ESTATE PLANNING
Facing Fear of Death
L. Paul Hood Jr.
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The “New Normal”
Sponsored by Guterman Partners, LLC
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TECHNOLOGY
Avoid A Potential Merger Pitfall: Poor Tech And Inefficient Processes
Linda Ding
Building Trust in Wealth Management
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HSBC Partners With Marstone For Digital Advice Offering
Davis Janowski
INDUSTRY
Morgan Stanley Wealth Management Improves Profitability, Closes In on Top Competitor
Michael Thrasher
Cetera Adds New Program to Its Tech Stack with Unbundled Fees
Diana Britton
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