Morning Memo
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Wealth Management Morning Memo

AUGUST 31, 2018

Wells Fargo Moves Bank-Based Brokers Under Wells Fargo Advisors Leadership

Michael Thrasher

The head of Wells Fargo Wealth and Investment Management also announced a search for an operations executive to further improve the unit's efficiency.

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High Net Worth

Qualified Business Income Deductions Explained

Charlie Douglas, Blake N. Melton

Instead of tax simplification, many taxpayers and advisors are faced with tax complication.

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2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Bringing Clarity to Complex Financial Plans

Sponsored by Asset-Map

Unleashing advisors’ expertise by laying out complex information in a smart way.

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Retirement

Merrill Lynch Reverses Course on Commissions For Retirement Accounts

Michael Thrasher

With the death of the DOL's fiduciary rule, the firm will go back to allowing brokers to collect commissions for clients' retirement accounts.

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Industry

For Goldman, a New Tax Break Makes Helping the Poor More Lucrative

Bloomberg

Opportunity funds are both innovative and controversial.

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SPONSORED CONTENT

Ease EMFX Volatility with an Aggregate Strategy

Sponsored by VanEck

Exploring an aggregate approach to EM debt as volatility continues.

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The Daily Brief

Vestmark Surpasses $1 Trillion in Assets

Samuel Steinberger

The wealth management platform has grown quickly in the less than two decades since its founding.

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Survey: Inflation, Interest Rate Changes Are Advice Opportunities

Samuel Steinberger

Even investors with financial advisors could use some extra help understanding inflation and interest rates.

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