Wealth Management Morning Memo

DECEMBER 2, 2017

RETIREMENT PLANNING

Solving the Social Security Shortfall

Mark Miller

Solvency is the 800-pound gorilla in the room.

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RETIREMENT PLANNING

A Quick Lesson on RMDs

Kevin McKinley

The end of the year can be the start of confusion for older retirement account owners.

DOL FIDUCIARY RULE

Operating in a Post-DOL World

Rob Klapprodt

Despite the delay, the Department of Labor's fiduciary rule is and has been in effect since June.

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INDUSTRY

UBS Withdraws from Broker Protocol Agreement

Michael Thrasher

The second wirehouse to withdraw after Morgan Stanley departure in late October may foretell the eventual end of the agreement.

CAREERS

Breaking Away, Post Protocol

Matt Sonnen

Non-protocol transitions are far from impossible, but do require a tighter planning schedule and a budgetary process.

PHILANTHROPY

Six Terms Every Charitable Donor Should Know

Jacqueline Pfeffer Merrill and Andras Kosaras

Make sure your client and educational institutions are speaking the same language.

PHILANTHROPY

Make the Most of Giving Season

Anna Sulkin

A recent survey provides insight into clients’ concerns.

ALTERNATIVE INVESTMENTS

If You’re Going to Invest in Cryptos, Diversify

Diana Britton

With the extreme, rapid price appreciation of digital currencies, some clients may be demanding an investment in cryptocurrencies. If you must, diversification is key.

COLLEGE PLANNING

Helping Clients Understand Their EFC

Lynn O'Shaughnessy

If you are at all interested in helping your clients shrink their college costs, this can be an equally important figure for you.

ETFS

A Holiday Treat for Oil Investors

Brad Zigler

Over the holiday break, there was a significant change in the price of oil futures, giving these ETF buyers a lot to be thankful for.