Morning Memo
Wealth Management Morning Memo

APRIL 3, 2018

ALTERNATIVE INVESTMENTS

Asset Manager Brings Crypto Fund to Retirement Accounts

Bitwise’s cryptocurrency index fund is now available in IRAs. But use caution.

FULL ARTICLE

CLIENT RELATIONS

How to Get Clients to Talk About Death

It protects them in financial and non-financial ways.

FULL ARTICLE

SPONSORED CONTENT

The Next Wave of Advice Management

Your clients want to take an active role in the planning process. Learn how to how to identify the right planning approaches for your clients and create a personalized experience. Learn more.

DOWNLOAD WHITE PAPER

PODCAST

Quasi-Independence: The Sophisticated Independent Model that Offers the Best of All Worlds

Many advisors who explore full-on independence find that it’s just too much of a leap. For those folks, the quasi-independent space may be just the ticket.

LISTEN

The Daily Brief

Morgan Stanley Fires Broker Over Memoir Details

Morgan Stanley fired Craig Schmell last fall over the contents of his memoir published in September, which detailed drunken exploits and drug use before he joined the brokerage, according to the New York Post. ...

FPA Brings Practice Management Coaching to Members
The Financial Planning Association has launched a new resource that brings together content, tools and insights from business coaches in the profession. The FPA Coaches Corner (FPA membership required) includes a library of business-building content from industry coaches specializing in different practice management areas. ...

When Lambo?
The latest trend among those holding cryptocurrencies is to measure your holdings in future Lamborghinis. According to the Cointelegraph.com, there is a new website, when-lambo.com, that will calculate a date in the future that cryptocurrency investors will be able to afford a Lamborghini based on their holdings. ...

READ MORE OF THE DAILY BRIEF