Morning Memo
Wealth Management Morning Memo

SEPTEMBER 11, 2021

RETIREMENT PLANNING

Capital Gains Strategies to Keep Clients on Track for Retirement

Potential changes from the Biden administration and the specter of retroactivity loom large.  

FULL ARTICLE

INDUSTRY

From the Archives: Reps Respond to Tragedy

The Sept. 11 terrorist attacks happened 20 years ago. Here is how Registered Representative magazine, the predecessor title to Wealthmanagement.com, covered the aftermath in its October 2001 issue.

RELATED:  Transparency with Diana B.: A Tremendous Loss on 9/11 and the Path Forward

FULL ARTICLE

SPONSORED CONTENT

The Intersection of Investments and Technology

Join us on Sept. 15th at 4:15pm ET / 1:15pm PT to learn how you can now access a curated set of flexible investment solutions and customized high-net-worth solutions, all designed to give you more power and choice on the path to implementing effective goals-based wealth management.

REGISTER NOW

INDUSTRY

WealthManagement.com Recognizes Top Companies at 2021 Industry Awards

The seventh annual event featured 93 awards presented to 71 companies from a pool of 221 finalists.

FULL ARTICLE

HIGH NET WORTH

The Sandwich Generation: Supporting Family Without Getting Squeezed

The increasing pressure of having to take care of the oldest and youngest.  

FULL ARTICLE

TECHNOLOGY

Walgreens Targets 'Financial Wellness' With New Planning Feature

Walgreens will be offering cash flow tracking and savings goals support as part of its new offering, called Scarlet.  

FULL ARTICLE

HIGH NET WORTH

The Proposed Overregulation of Family Offices

Is it just a game of political “Whack-A-Mole”?

FULL ARTICLE

INDUSTRY

Wealth Enhancement Group Acquires $4.7B North Carolina Firm

The deal with Carroll Financial Associates is the largest in WEG’s history, boosting its total client assets to $45.45 billion.

FULL ARTICLE

HIGH NET WORTH

Britney Spears' Father Petitions to End Conservatorship

Will the court #FreeBritney?

FULL ARTICLE

RETIREMENT PLANNING

Getting Ready for Expanded Rollover Disclosure Requirements

Answers to questions regarding rollovers.  

FULL ARTICLE

ESTATE PLANNING

More Support for Saving the Basis Step-Up

Former Sen. Max Baucus warns of risks to family-owned farms and businesses.  

FULL ARTICLE