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Wealth Management Daily Memo

AUGUST 21, 2019

INDUSTRY

Mercer Takes ESG to a New Level

Erick Bergquist

Mercer Global Advisors revealed on Wednesday that it has become one of the first independent RIA signatories to the United Nations’ Principles for Responsible Investment.  

FULL ARTICLE

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BUSINESS PLANNING

LPL Launches Two New Offerings to Help Advisors on the Finance Side

Diana Britton

One new offering, slated for the end of the year, will help advisors navigate mergers and acquisitions from start to finish.

FULL ARTICLE

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RETIREMENT PLANNING

Keep an Eye on the Legacy IRA Act

Conrad Teitell

Important charitable IRA legislation may finally move off the Congressional back burner.

FULL ARTICLE

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