Morning Memo
Wealth Management Morning Memo

MAY 24, 2019

HIGH NET WORTH

Aretha Franklin Goes From No Will to Three

Three handwritten wills were discovered in the singer's home; but are they valid?

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COLLEGE PLANNING

The Real Story Behind National Merit Scholarships

Many parents assume a National Merit win means a big scholarship. But the reality is quite different.

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SPONSORED CONTENT

Don’t Fear the (Market) Reaper

Help clients see why running from volatility could be a mistake.

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MARKETING

The Financial Advisor’s 20-Minute LinkedIn Routine

The 10 things financial advisors should do every time they log in.

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SPONSORED CONTENT

Advisors and the Power of Storytelling

Create a narrative around your client’s motivation to make money.

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The Daily Brief

TECHNOLOGY

Robo-Advising Market Could Reach $1.26 Trillion In Assets By 2023

Aite Group predicts traditional full-service wealth management firms and discount/online brokerages will likely capture the bulk of the robo-advising market over the next five years.

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HIGH NET WORTH

Forget the Hamptons, Monaco Is Where the Uber Wealthy Will Be This Weekend

Formula 1 fans are already well aware but Monaco will be full of the floating rich this weekend.

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THRIVE AWARDS

Get Recognized for Your Success

You’ve provided exceptional value to your clients, now it’s time for you to attain the exposure and recognition you deserve. The Thrive Awards honors the 500 fastest-growing advisors in the United States.

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TECHNOLOGY

Fidelity Sponsored College Investing Competition

The financial services company awarded $10,000 in prizes to top schools and students.

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