Morning Memo
Wealth Management Morning Memo

AUGUST 24, 2019

PHILANTHROPY

The Top U.S. Cities for Giving

An analysis of Fidelity Charitable donors found that the top charity focus can vary from city to city.

FULL ARTICLE

Advertisement

TECHNOLOGY

Wealthfront Buying RIA, Facet Buying Clients

Wealthfront is buying RIA Grove Advisors, while Grove is entering a solicitation agreement with Facet Wealth for the clients it's dropping.

FULL ARTICLE

SPONSORED CONTENT

You’ve Got a Website—Now What?

Think your website is enough to reach millennials? Think again.

DOWNLOAD WHITE PAPER

INDUSTRY

Can the Old Guard Succeed With Millennials?

Conventional wisdom says that 'Old Guard' financial advisors from established Wall Street firms like UBS, Morgan Stanley, Merrill Lynch and Wells Fargo are doomed when it comes to the great wealth transfer soon to fall to the millennial generation.

FULL ARTICLE

ESTATE PLANNING

Dead Celebrity Podcast: Tom Petty's Estate Slips Into the Great Wide Open

What does 'equal' really mean anyway?

FULL ARTICLE

SPONSORED CONTENT

Ten Steps to Show Your Value

Do your clients know your value? If they don’t, it becomes much harder for you to validate your fee.

DOWNLOAD WHITE PAPER

ESTATE PLANNING

Epstein Created Trust With $578 Million Days Before Suicide

Financier and convicted pedophile Jeffrey Epstein was in jail awaiting trial on charges of conspiracy and trafficking minors for sex when he hanged himself.  

FULL ARTICLE

PHILANTHROPY

Seven Key Lessons in Strategic Philanthropy

What works, and what doesn’t.

FULL ARTICLE

WealthManagement Digital Edition

Client Speaks Out on Redtail Breach

READ NOW

INDUSTRY

Mercer Takes ESG to a New Level

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

FULL ARTICLE

RETIREMENT PLANNING

Keep an Eye on the Legacy IRA Act

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

FULL ARTICLE

CLIENT RELATIONS

Understanding Our Top Fears

Most have financial implications that advisors should understand.

FULL ARTICLE

FIXED INCOME

Time to Have the Recession Talk With Clients

The average portfolio—one made up of 60% stocks and 40% bonds—is not built to weather new market realities.

FULL ARTICLE