Morning Memo
Wealth Management Morning Memo

JANUARY 17, 2020

INDUSTRY

If Trump Loses, What Happens to Reg BI?

The rule will be on the books by the time of the election, but there are a few paths a new Democratic administration may take to change it, according to industry experts and investor advocates.

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HIGH NET WORTH

The Importance of Embracing Clients' Lifestyle Choices

The more you know about your clients, the better you’ll be able to serve them.

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SPONSORED CONTENT

Retirement Plan Benefits: More Than Just a Recruiting Differentiator

Recruiting the right talent is certainly a big driver of employee benefit program offerings. But new research shows that benefits like retirement plans and financial wellness programs can pay even more bottom-line dividends.  

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MARKETING

Debunking the “Knowledge is Power” Myth

It’s the consistent application of knowledge that harnesses real power.

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SPONSORED CONTENT

Five Attributes of a Strategic Practice Buyer

While there’s no silver bullet for growing your business, acquisitions come close.

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The Daily Brief

INDUSTRY

Galileo Money+ Open to Independent Financial Partners’ Advisors

Independent Financial Partners brings banking service offerings to its 200 advisors.

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PEOPLE

First Republic Adds Florida Wealth Managers from J.P. Morgan Securities

The team will work with individuals, families, nonprofits and foundations on investment management and retirement planning strategies, the bank announced.  

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SPONSORED WEBINAR

In Times of Chaos, Choose to Innovate – 2020 Investment Insights

The economic outlook for 2020 presents many questions—but few answers. Everyone is talking about macroeconomic events we can’t control. So what do we do in times of chaos? In a word, innovate. Join Wells Fargo Asset Management and discover how they’re outthinking the chaos.

Thursday, January 30, 2020 | 2:00 pm ET  

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