Morning Memo
Wealth Management Morning Memo

JANUARY 25, 2020

RETIREMENT PLANNING

The Decade in Retirement

What’s changed since 2010?

FULL ARTICLE

INSURANCE

Four Low-Cost Ways to Help Secure a Child’s Financial Future

Setting just a few dollars aside now can make a big difference later on in boosting a child’s savings.

FULL ARTICLE

SPONSORED CONTENT

Direct Indexing: An Essential Part of Your Model Portfolio

Direct indexing brings you new opportunities to better serve your clients. Learn how to leverage high net worth services for clients.

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ESTATE PLANNING

Inheriting Retirement Benefits After the SECURE Act

What planners need to know.  

FULL ARTICLE

WEALTHCASTS

Transparency With Diana B.: The Psychological Effects of a Cybersecurity Breach

A cybersecurity breach cost one of Darrell Kay's clients $100,000. The fallout impacted his life in ways he couldn't have anticipated.  

LISTEN

SPONSORED CONTENT

Muni Tax Loss Harvesting Case Study

Learn how Gurtin offset $1.27MM in state and federal taxes in 2018.

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ETFS

The Insiders' Guide to Inside ETFs 2020: Pay Attention to These Topics and Themes

A quartet of ETF experts on the funds, topics and panels that will warrant the most attention this year at the Inside ETFs conference, beginning Jan. 26 in Hollywood, Florida.  

FULL ARTICLE

PEOPLE

Carolyn McClanahan to Leave Whealthcare Planning

Dr. Carolyn McClanahan announced on Twitter she was parting ways with the software provider that builds modules to help advisors in asking their clients tough aging-related questions.

FULL ARTICLE

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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WEALTHCASTS

Dead Celebrity Podcast: Robert Mugabe and Overcoming Fear of Estate Planning

Former Zimbabwe President Robert Mugabe spent his life inspiring fear in others but was unable to overcome his own fear of estate planning.  

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PEOPLE

FSI Elects New 2020 Board of Directors

FSI's five new board members include three female industry leaders.

FULL ARTICLE

INDUSTRY

Ex-Wells Fargo Bosses Face Record Fines as Stumpf Gets Ban

Former CEO John Stumpf agreed to a $17.5 million penalty and an industry ban.

FULL ARTICLE

INDUSTRY

Test Your Financial Services IQ

You either know it or you don't.    

FULL ARTICLE