Morning Memo
Wealth Management Morning Memo

DECEMBER 8, 2020

INDUSTRY

2020 Holiday Gift Guide for Financial Planners

What to give and/or get in a year unlike any other.

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PEOPLE

Skience Hires Van Pelt as Head of Sales, Business Relations

Kyle Van Pelt joins from SS&C Advent to help the account-opening provider move toward becoming a broader wealthtech platform. 

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SPONSORED CONTENT

Fundamentals of Behavioral Finance: Loss Aversion Bias

Why clients value avoiding losses more than winning gains.

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REAL ESTATE

REITs are Seeing Plenty of “Green” in Bond Market

Green bonds tie into growing emphasis on corporate sustainability and ESG mandates.

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SPONSORED CONTENT

Low Fees Aren't Always the Answer

In recent years, investors have flocked to low- and no-fee investments and providers. But there may be a downside for investors who focus only on fees when making investment decisions.

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Wealthies Circle Spotlight

Growth Story: Streamlining the Client Experience

Hear from one of our clients how Practifi is supporting them along their growth journey.

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The Daily Brief

PEOPLE

Patrick Mahoney Permanently Named CEO of FPA

Mahoney transitions from interim CEO to a permanent position, taking the reins after former CEO's abrupt departure.

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REGULATION AND COMPLIANCE

Merrill Lynch Pays $26 Million To Settle New Hampshire Charges

The fine pertained to excessive and unauthorized trading and overcharged commissions, and the harmed investor was former Gov. Craig Benson, according to CNBC.

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SPONSORED WEBINAR

Best Practices of a Modern Financial Services Firm

Attend this webinar TODAY and discover how to transform the role of CFO by incorporating cloud-based solutions that automate accounting processes—from the most basic to the most complex—to improve productivity, gain real-time visibility, and grow the business without the need for excessive hiring.

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PEOPLE

LPL Adds $900M Team From Cambridge

Rosemont Financial Group sought a new home with "enhanced technology."

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