Morning Memo
Wealth Management Morning Memo

FEBRUARY 1, 2019

TECHNOLOGY

T3: Walters' Latest Effort - Apprise Labs - Aims to "Humanize" Estate and Legacy Planning

New details about the joint venture between Envestnet, PIETech's MoneyGuidePro and eMoney founder Edmond Walters are sure to get the industry's attention.

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HIGH NET WORTH

Bernie Sanders Proposes Estate Tax of Up to 77 Percent for Billionaires

Sanders of Vermont, who is considering a second run for president, said in a statement his plan would apply to the wealthiest 0.2 percent of Americans.

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SPONSORED CONTENT

Going independent as a hybrid RIA: Understanding the practice model

Hybrid RIAs can maintain both a brokerage and advisory business - giving them the opportunity to create the future they imagine for themselves and their clients.

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BUSINESS PLANNING

Nine Ways to Break Out of a Transaction-based Referral Mentality

How to destroy quid pro quo.

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SPONSORED CONTENT

Diversifying Your Emerging-Markets Allocation

Investors should consider opportunities EM offers to better diversify their portfolios.

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The Daily Brief

MARKETING

Carson Unites Company Brands With New Logo and Website

The redesign is intended to bring clarity to the relationship between Carson Coaching, Carson Partners, and Carson Wealth.

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TECHNOLOGY

LPL Advisors Gain Access to AdvisoryWorld's Proposal Tool

LPL followed through on its promised integration of AdvisoryWorld into ClientWorks.

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