WealthManagment.com Daily Memo
Wealth Management Daily Memo

JANUARY 2, 2019

INSURANCE

Another LPL Rep Sues Ohio National Over Annuity Contracts

Chris Noone is the latest to take legal action after the insurance company cut trail commissions on variable annuity contracts.

FULL ARTICLE

WEALTHCASTS

Michael Kitces #FASuccess Podcast: Chip Munn's Signature Acquisition Strategy

Signature Wealth Managing Partner Chip Munn describes the firm's strategy of buying books of business from advisors who are retiring and leaving the industry, then handing them off to younger advisors who can service the clients.

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SPONSORED CONTENT

Crossroads: Critical Decisions to Evolve an RIA

Is your independent RIA at a critical crossroads?

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EQUITIES

The Statistical Meaninglessness of Year's First Day for Stocks

Since 1928, gains or losses in any year’s inaugural session have matched the annual direction of U.S. stocks only about half of the time.

FULL ARTICLE