Morning Memo
   View Web Version  |  Add to Safe Sender List

July 15, 2017

 

Sixteen Estate-Planning Lessons from 'Game of Thrones'

David H. Lenok, Megan Leonhardt

All men must die. For fans of Game of Thrones, the show’s parade of deaths over six seasons provides a practical guide to succession planning do’s and don’ts.

FULL ARTICLE


The Asset Management Industry Is Shrinking

Diana Britton

For the first time since the financial crisis, asset managers have seen their revenues and profits decline year-over-year, according to the Boston Consulting Group.

FULL ARTICLE


Hidden Trigger for Another (Flash) Crash: Passive Investing

David Trainer

Passive investors don't recognize they are actually making active management decisions without understanding what they own.

FULL ARTICLE


Five Myths to Overcome with New Estate-Planning Clients

Patrick Carlson

Debunking common misconceptions about estate planning makes strong business sense.

FULL ARTICLE


The Forgotten Generation X

April Rudin

Generation X marks the spot for wealth managers’ next big fee pool.

FULL ARTICLE


My Life as a Client: The Sound of Silence

Anne Field

Wouldn’t you like to know what your clients really think about you? We checked in with Carrie Wood, a 41-year-old commercial lease reviewer in Toronto, to learn about her experiences.

FULL ARTICLE


Why Is Performance Reporting Technology So Expensive?

Ryan W. Neal

According to a white paper by Panoramix, performance reporting can cost hundreds of thousands of dollars per year.

FULL ARTICLE


Tax Reform May Harbor Some Surprises for Non-Profit Boards

Sandra G. Swirski, Alexander L. Reid

What we know and don’t know so far.

FULL ARTICLE


Trump’s Proposals and Vulnerable Clients

Michael Gilfix, Harry S. Margolis, Vincent J. Russo

Leading attorneys in elder law and special-needs planning analyze some current proposals.

FULL ARTICLE


Eight Steps to Help Advisors and Charities Complete Gifts, Not Compete

Robert F. Sharpe, Jr.

Charities and financial advisors shouldn't compete. Here's how they can work together more effectively to realize maximum benefits for all.

FULL ARTICLE


 

WHITE PAPERS