Morning Memo
View Online
Wealth Management Morning Memo

SEPTEMBER 22, 2018

Burt Reynolds Omitted His Son from His Will

David H. Lenok

But it’s probably not what you think.

FULL ARTICLE

PEOPLE

Feds Bust $364 Million Ponzi Scheme Targeting Advisors, Family Offices

WealthManagement.com Staff

Defendants told investors they were buying portfolios of bad consumer debt; instead money went to a multimillion-dollar sports car collection, casinos and jewelry.

FULL ARTICLE

REGULATION AND COMPLIANCE

Creative Planning Nailed by SEC for Client Testimonials

Diana Britton

The firm was ordered to pay in total $250,000 to settle charges related to client testimonials, and its president charged for violations of the firm’s code of ethics.

FULL ARTICLE

CAREERS

The Seven Traits of Highly Productive Advisors

Matt Oechsli

If you’re ambitious and willing to work hard, you can improve your productivity.

FULL ARTICLE

RETIREMENT PLANNING

Sixty Three Is the New 65

Mark Miller

Working longer is a great aspiration—but it’s not a strategy.

FULL ARTICLE

TECHNOLOGY

Seven Tips to Protect Wealthy Families from Cybersecurity Threats

David H. Lenok

In the wake of numerous high profile data breaches over the past several years, cybersecurity is an issue on the mind of just about every advisor.

FULL ARTICLE

TECHNOLOGY

Square Considering Investments, Savings Products

Samuel Steinberger

Square already processes payments, extends small business loans and has a debit card offering via its Cash App.

FULL ARTICLE

RETIREMENT PLANNING

Three Tools to Save for a Child’s Eventual Retirement

Kevin McKinley

Starting earlier makes a little bit of money go a long way towards financial security.

FULL ARTICLE

CAREERS

Six Recruiting Changes You Should Not Ignore

Mindy Diamond

It’s OK to keep your head down and forge ahead, provided that you’re paying attention to changes that could disrupt the status quo.

FULL ARTICLE

EQUITIES

Time to Abandon the Bull Market?

Brad Zigler

Our appetite for risk is waning.

FULL ARTICLE