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NOVEMBER 22, 2019

CLIENT RELATIONS

Advisors Tweet Up A Guide To Holiday Gift Giving

Asia Martin

Advisor Ryan Hughes asked Twitter about holiday gift ideas for his clients and advisors tweeted back.

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TECHNOLOGY

JPMorgan Chase Seeks Mass Appeal With Robo Advisor

Patrick Donachie

You Invest Portfolios, which launched in July of this year, will require a minimum of $500 after a previous minimum of $2,500.

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SPONSORED CONTENT

Investment Management Fees from Non-Qual Annuities and IRAs

Sponsored by Nationwide Advisory Solutions

Favorable ruling from the IRS makes victory for RIAs, fee-based advisors, and the clients they serve.

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ESTATE PLANNING

Kenney Ruling Underscores Importance of Diversifying Investments

Alan H. Kupferberg

Executor who failed to act after gaining control of decedent’s portfolio liable for $3.5 million surcharge.

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SPONSORED CONTENT

Get Your Annuities Conversation Guide

Sponsored by Lincoln Financial Group

Turn clients' retirement questions into protected income conversations.

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