Morning Memo
Wealth Management Morning Memo

JULY 13, 2018

HIGH NET WORTH

Are You Ready for the Great Wealth Transition?

Advisors need to assume an evolving role based on the changing needs of ultra-wealthy clients.

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INDUSTRY

Janney Adds $3.1 Billion in Assets In Second Quarter, Keeping Pace With Record 2017

The regional broker/dealer opened two new markets and hired 19 advisors.

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SPONSORED CONTENT

The Importance of Independence

Strengthen your independence and business growth while helping your clients plan, invest and protect their savings.

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CLIENT RELATIONS

Why You Should Strengthen Relationships Between Clients

Hosting events to get your clients together will only strengthen and deepen their connection with you.

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The Daily Brief

Supreme Court Nominee Kavanaugh's Outside Retirement Account Isn't Worth Much

U.S. Supreme Court nominee Brett Kavanaugh doesn't have a comparatively large sum of money in his bank accounts, according to his financial disclosure statement. The 53-year-old reported a retirement account worth $15,000 or less and Bank of America accounts valued from $15,001 to $50,000. ...

ImpactAssets Launches Directory of 300 Impact Investments
ImpactAssets, a nonprofit financial services firm based in Bethesda, Md., made a directory of more than 300 impact investments available on Thursday. The Giving Fund Portfolio Directory is searchable and represents $425 million in investments recommended by donors to the ImpactAssets Giving Fund. ...

Fiduciary Trust To Use Advizr's Financial Planning Product
Fiduciary Trust Company International, a global wealth manager and subsidiary of Franklin Templeton Investments, said Thursday the company would begin using Advizr's financial planning product. The software will enable the firm's wealth managers to provide more personalized, and dynamic goals-based planning and advice to clients, the wealth manager said in a statement. ...

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