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Wealth Management Morning Memo

AUGUST 8, 2018

COLLEGE PLANNING

An Indispensable Tool When Looking for True College Costs

Lynn O'Shaughnessy

Every college and university has a net-price calculator, but they are time-consuming and tricky to use. That’s where an advisor can make a difference.

FULL ARTICLE

CLIENT RELATIONS

Advisors are Increasingly Expected to Play a Role in Clients' Healthcare

David H. Lenok

Dammit Jim, I'm a financial advisor, not a doctor!

FULL ARTICLE

SPONSORED CONTENT

6 Steps to Help Close the Fee vs. Value Perception Gap

Sponsored by SEI

Are you keeping up with evolving fee models and changing client demands? Learn the latest pricing trends, strategies and actionable steps you can take now to rethink your fee model. READ Fees at a Crossroads Revisited.  

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ETFS

Multi-Factor ETFs Tilted Away from Facebook

Todd Rosenbluth

While market-cap weighted ETFs are heavy with Facebook stock, multi-factor ETFs offer less exposure to the troubled tech giant.

FULL ARTICLE

WEALTH MANAGEMENT MAGAZINE DIGITAL EDITION

Five Shrewd Family Money Moves

How to cut taxes when moving funds from one generation to another. 

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The Daily Brief

INDUSTRY

Advisors Grow AUM, But See Margins Shrink

Samuel Steinberger

For every dollar of AUM, 71 basis points in revenue were generated, down from a recent peak of 78 bps.

FULL ARTICLE

TECHNOLOGY

Third Time's The Charm For MoneyGuidePro, Wealth Access

Samuel Steinberger

The latest integration between MoneyGuidePro and WealthAccess includes a single sign-on.

FULL ARTICLE

INDUSTRY

SunTrust Private Wealth Management Expands in Ohio

WealthManagement.com Staff

The new offices in Cincinnati and Cleveland come on the heels of last year's expansions into New York City, Houston and Dallas.

FULL ARTICLE
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