Morning Memo
Wealth Management Morning Memo

SEPTEMBER 19, 2020

RETIREMENT PLANNING

Timing Social Security Claims

What really influences your clients’ decisions?

FULL ARTICLE

HIGH NET WORTH

Is Italy the Next Tax Haven?

Many nations are tempting HNW individuals through tax relief and golden visas.  

FULL ARTICLE

SPONSORED CONTENT

The Case for Long/Short Equity Funds as Volatility Rises

Learn why long/short equity strategies are in focus now.

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TRANSPARENCY WITH DIANA B.

Six Years Sober

Tim Brisson, an estate planning attorney in Auburn, Calif., shares his journey with alcoholism and recovery.

LISTEN

REGULATION AND COMPLIANCE

What’s Causing Disciplinary Disclosure Failures on Form CRS?

Some suggested that mistakes, rather than intentional duplicity, were the reason behind firms failing to disclosure past legal and disciplinary incidents in their Form CRS.  

FULL ARTICLE

SPONSORED CONTENT

Study: Economics of COVID-19 Recovery

Uncovering America's readiness to resume pre-crisis behaviors.

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COLLEGE PLANNING

The Impact of COVID-19 on 2021 College Admissions

When financial aid resources are dwindling, schools start rejecting financial-aid applicants and favor full-pay students instead.  

FULL ARTICLE

CAREERS

Three Options for Advisors Who Are Feeling 'Stuck' in a Retention Deal

While many advisors once willingly accepted their firms’ 'golden handcuffs,' some are now wishing they hadn’t.

FULL ARTICLE

ESTATE PLANNING

Planning for Beneficiaries With Mental Illness or Addiction

Practitioners must know the right questions to ask.

FULL ARTICLE

HIGH NET WORTH

Asset Protection Gets Ugly in Bosarge Divorce

The Houston billionaire is accused of using a slew of trusts and limited liability companies to shelter assets from his wife.  

FULL ARTICLE

CLIENT RELATIONS

Why Sending Flowers After a Death Is Not the Best Alternative

Spend money instead on gifts that make a difference.  

FULL ARTICLE

INDUSTRY

A Credit Suisse, UBS Merger Would Create Global Banking Powerhouse

But a possible combination in 2021 would likely not affect UBS's North American advisors, industry analysts said.  

FULL ARTICLE