Morning Memo
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October 29, 2016

 


Ten Critical Differences in the Democratic and Republican Proposed Tax Plans

As the 2016 presidential election nears, the tax policies of the two major candidates have come into sharper focus.


The New Challenge for RIAs: To Re-Differentiate Themselves

Diana Britton

The challenge for RIAs over the next 20 years is to re-differentiate themselves from those brokers trying to emulate their success.


Ten Podcasts That Will Give You an Edge in 2017

John Kador

If you’re looking for an extra way to stay current on breaking financial matters and learn about the finer points of investing, sales and leadership, look no further than these new and proven podcasts.


Are Couples on the Same Financial Planning Page?

Robert Warner

Sharing financial goals and planning is critical to achieving financial security and peace of mind, especially as clients approach retirement.


Advisors Need to Step Up Their Philanthropy Game

David H. Lenok

Wealthy clients are looking to give, but advisors are falling short.


Five Ways Technology Will Change How Your Clients Age

Diana Britton

Advisors can steer clients towards the technology that will help them in old age. Here are the top five ways.


Schwab: FINRA Could Come Back to Haunt RIAs

Diana Britton

The brokerage industry could push for a common rulebook for investment advisors, reviving the idea of FINRA as the SRO. “Even bad ideas never die,” said Schwab’s head of legislative and regulatory affairs.


How Assets Impact Financial Aid

Lynn O'Shaughnessy

Parents often have no idea which assets hurt their financial aid chances and which do not.


Section 2704 Proposed Regs: Action Steps for High Net Worth Families

Mark R. Pathemer

Mark R. Pathemer suggests how clients can prepare ahead of their finalization.


Five Ways to Protect Real Estate Investments and Survive Multiple Economic Cycles

Robert Kantor | NREI Online

Many advisors have turned to commercial real estate investments as one of the few assets classes offering attractive risk-adjusted cash flow returns.



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