Morning Memo
Wealth Management Morning Memo

JULY 6, 2019

CFP Board's 'Private Standards' Raise Concerns

In a letter Tuesday, the American Securities Association accused the CFP Board of subverting the SEC's authority.

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Five Reasons Some Clients Shouldn't Use Their 401ks

Sometimes there are better places for that portion of their paychecks.

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Why Invest In a National vs. State-Specific Municipal Bond Portfolio?

Learn why investors who solely focus on in-state muni bonds may want to consider diversifying geographically.

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Tips for Hosting Successful Client Events

The one-size-fits-all retirement seminar or steak dinner doesn't cut it anymore.

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When Your Clients Are Working Against You

Six pitfalls your clients may be susceptible to – and how to overcome them.

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WealthManagement Digital Edition

Finding Real Alternative to Beta: ALTs Have Largely Disappointed Investors, But These 5 ETFs Optimize Low Correlation, Volatility and Shape Statistics.

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MAI’s Latest Acquisition Brings Insurance In-House

The acquisition of John D. Dovich & Associates, a Cincinnati-based RIA with nearly $600 million in client assets, brings MAI Capital Management closer to becoming a national firm.

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Empty Desks and Early Beers: Life at Deutsche Bank in New York

There's a foreboding sense that's there's always more bad news coming from Frankfurt.

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Medicare and Social Security Milestones

The rules for enrollment in Medicare are complex. There are lifetime penalties for getting it wrong. Here are the Medicare and Social Security milestones clients need to remenber.

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Prince Harry and Meghan Split from Royal Foundation

How does dividing up a charitable organization work?

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Anderson Cooper to Inherit Almost All of Gloria Vanderbilt’s Estate

The will contradicts previous reports that her celebrity son won’t inherit her fortune.

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Inflation? Really?

It's all in the ratio.

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Independence 101

An Introduction to Independence: Five Key Podcast Episodes to Jumpstart Your Knowledgebase

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