Morning Memo
Wealth Management Morning Memo

FEBRUARY 15, 2019

MY LIFE AS A CLIENT

Someone Needs to Pay Attention

If a client has an adult child helping out, you might want to consider how that person perceives you.

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Technology

MassMutual Licenses Commonwealth's Advisor360 Suite

The insurance company is providing its associates with an end-to-end technology platform, becoming the first to use the 360° platform outside Commonwealth.

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SPONSORED WEBINAR

It's 2019. If you’re not online, you’re invisible.

It’s time you to leverage social media to build your personal brands. Not sure where to start? How to construct an engaging profile? How to grow a robust following across social channels? Learn the Top 10 Strategies To Grow Your Online Following. Thursday, February 21, 2019 | 2:00 pm ET / 11:00 am PT

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PHILANTHROPY

Charitable Deduction Deconstruction

There will always be reasons to be charitable. But, if your client is looking to claim a deduction, be sure she follows the rules.

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The Daily Brief

TECHNOLOGY

Wealthfront Unveils FDIC-Insured Cash Account

Is bill pay next? The robo advisor is one step closer to building a consumer-focused financial autopilot.

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Conservative Think Tank Calls Sustainable Investing a ‘Fallacy’

According to The Heartland Institute, research challenging global warming should give managers pause when putting clients into sustainable investments; lack of such pause could violate fiduciary duty, they contend.

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