Morning Memo
Wealth Management Morning Memo

OCTOBER 24, 2017

RETIREMENT PLANNING

What the Heck Is “Plan Failure”?

It’s tossed around routinely by financial professionals—but what does it really mean?

FULL ARTICLE

ADVERTISEMENT

TECHNOLOGY

Robo Returns: Schwab Intelligent Portfolios Leads Q3

Taxable accounts managed by Schwab's robo had the best quarter, while SigFig led the way in IRAs.

FULL ARTICLE

SPONSORED CONTENT

How referable are you?

Common wisdom says that referrals are the most effective way to gain new clients. Yet, many advisors still struggle to attract enough referrals to hit their growth expectations. Download The Elements of Referability Toolkit to get key actions you can take now to increase referrals today.

DOWNLOAD THE TOOLKIT

ADVERTISEMENT

INFORMA INTELLIGENCE

Seasonal Market Change

Are these patterns a good roadmap?

FULL ARTICLE

The Daily Brief

TD Ameritrade Introduces Facebook Messenger Transactions

TD Ameritrade announced that clients will now be able to trade and make account deposits through Facebook Messenger. Via the TD Ameritrade artificial intelligence chatbot on Messenger (backed by live client service support), investors can also access financial market research and education content, equity and ETF trading, and Essential Portfolios offered by TD Ameritrade Investment Management.  ...

Popular Community Bank Establishes Private Banking Division
Popular Community Bank has announced the formulation of its private banking division, Popular Private Client. Popular Private Client will focus on high net worth clients—those with $500,000 in investable assets or more—and is the latest addition to Popular Community Bank’s Wealth Management and Private Banking Division. ...

Former NFL Player Says America Has Retirement Crisis

Mario Henry, an independent insurance broker and former NFL player, detailed and analyzed the financial crises facing athletes and average Americans alike in a CNBC column. Henry, a former member of the New England Patriots, used himself as an example: he was retired and broke by age 28. ...

READ MORE OF THE DAILY BRIEF