WealthManagment.com Daily Memo
Wealth Management Daily Memo

NOVEMBER 16, 2020

CELEBRITY ESTATES PODCAST

Tom Carvel and Why Having Too Many Executors Can Melt an Estate

Thinking he was covering all his bases, Tom Carvel of Carvel Ice Cream appointed no fewer than seven executors to manage his estate upon his death. Unfortunately, having so many hands in the pot turned out to be a recipe for disaster.

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TECHNOLOGY

IncomeConductor Reprices Retirement Planning Software

The change in pricing for the retirement income software-as-a-service, including a low-cost introductory version, is a response to advisor requests.

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SPONSORED CONTENT

The After-Tax Advisor

If becoming an After-Tax Advisor could result in these outcomes, would you want to learn more? This primer will get you started.

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PEOPLE

SEC’s Clayton Plans to Step Down as Chairman at Year’s End

The incoming Biden administration is discussing Gary Gensler and Preet Bharara as possible replacements.

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SPONSORED CONTENT

FastChat Video: End of Year Review: Why it’s important and what you need to know

Listen as Ryan Bertrand, Vice President and Managing Director, Advanced Markets (CFP®, CLU®), Transamerica discusses year end review process.

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Wealthies Circle Spotlight

Why Financial Advisors Join Janney

A survey of Financial Advisors found eight reasons for choosing Janney.

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WEALTHIES CIRCLE DIGITAL FORUM

Asset Management: The Changing Opportunity

Join a series of live, interactive panel discussions scheduled for Nov. 17th starting at 3pm ET / 12pm PT that will cover the current state and future direction of asset management - featuring executives from finalist firms and industry experts.

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VISIT THE WEALTHIES CIRCLE