Morning Memo
Wealth Management Morning Memo

JANUARY 18, 2019

RETIREMENT PLANNING

The 10 Best States for Clients to Retire in 2019

These states are the best places for your clients to retire, based on criteria from WalletHub.

FULL ARTICLE

ADVERTISEMENT

BUSINESS PLANNING

Many Small IBDs Are Struggling; Is It Time to Become an OSJ?

In the current environment, this could be the right move for b/d executives seeking to restore growth, strengthen advisor productivity and deal more efficiently with regulatory and operating responsibilities, says Jim Nagengast of Securities America.

FULL ARTICLE

HIGH NET WORTH

Getting the Facts Straight on the 199A Deduction

A simple introduction to a complex issue.

FULL ARTICLE

ADVERTISEMENT

The Daily Brief

INDUSTRY

XYPN Advisors Offer Free Financial Advice During Shutdown

Dozens of fee-for-service advisors are waiving fees for furloughed federal workers.

FULL ARTICLE

ADVISOR CHANNELS

Advisor Returns to LPL After Less Than a Year With Another IBD

Natacha Smith's team, which manages $175 million in brokerage and advisory assets, has joined Private Advisor Group, a super OSJ of LPL Financial.

FULL ARTICLE

TECHNOLOGY

Bankruptcy Software Upsolve Gets Push from Tech Accelerator

Strange as it may seem, wealthtech and legaltech intersect at bankruptcy.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF