Morning Memo
Wealth Management Morning Memo

SEPTEMBER 12, 2019

HIGH NET WORTH

How Many Family Offices Are There in the United States?

Family Office Exchange comes up with a “guesstimate.”

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RETIREMENT PLANNING

Guaranteed Retirement Income for DC Plans Keeps Chugging Along

Steady progress encounters stalled legislation.

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WEALTHMANAGEMENT.COM MID-YEAR OUTLOOK

Beyond the Horizon

As the number of financial advisors continues to decrease, firms must think creatively to breathe new life and excitement into the financial services profession.

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INSURANCE

Life Insurance: Told vs. Sold

What policy owners are actually buying isn't always necessarily what they think.

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SPONSORED CONTENT

Building Your Business with IRA Rollovers

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The Daily Brief

INDUSTRY

Massachusetts Regulator Charges Man For Fraudulent Annuity Sales

The man continued to sell annuity contracts, even though he was no longer licensed to sell insurance or securities, according to allegations by the Massachusetts Secretary of the Commonwealth.

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INDUSTRY

Atria Subsidiary Sorrento Pacific Adds $1 Billion Schorn Wealth Management

The announcement is the newest move by Atria, a wealth management holding company founded by Doug Ketterer, a former Morgan Stanley executive.

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WEALTHMANAGEMENT DIGITAL EDITION

Advising Beyond the Language Barrier

The wealth management industry in the U.S. was built by, and for, native U.S. English speakers. But that just means there’s a growing opportunity.

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