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Wealth Management Morning Memo

JUNE 11, 2019

INDUSTRY

The Seven Most-Googled Financial Topics in the United States

Patrick Donachie

A new survey found that income taxes, insurance and mortgages were among the top financial topics searched on Google.

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HIGH NET WORTH

IRS Commissioner Wants To Tax in Many Tongues

David H. Lenok

Embracing a broader range of non-english speakers and upping staff are at the top of the agenda, but enforcement remains paramount, Rettig says.

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SPONSORED CONTENT

Consumers’ Financial Worries in 2019

Sponsored by Advicent

How advisors can help address clients’ biggest financial concerns.

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CAREERS

'Recruitment Inflation' Is Driving Advisor Misplacement

Ryan Shanks

Addressing the root cause of advisor dissatisfaction, rather than inflating successes, is how we’re going to move forward as an industry.

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SPONSORED CONTENT

The Hidden Benefits of GMABs

Sponsored by New York Life

Read this research paper to learn why a variable annuity with a GMAB may be the right choice for retirement investors. SMRU 1813377 For registered representative use.

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The Daily Brief

PEOPLE

Connecticut Advisor Convicted of Fraud and Money Laundering

Diana Britton

Leon Vaccarelli told clients he would invest their money in interest-earning investments; instead he used it to make tuition and mortgage payments and pay off other investors.

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INDUSTRY

Ladenburg Thalmann Diversity Initiatives Aim to Assist Female and Next-Gen Advisors

Patrick Donachie

The two new initiatives were premiered for Ladenburg's five IAB subsidiaries at the firm's inaugural national conference.

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