Morning Memo
Wealth Management Morning Memo

MAY 2, 2019

REGULATION AND COMPLIANCE

AXA to Pay $3.2 Million Arbitration Award to Elderly Poultry Farmers

The couple said their AXA broker sold them high-end, high-commission annuities and life insurance policies they didn't need.

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HIGH NET WORTH

Speaking from Experience: Financial Planning for Same-Sex Couples

LGBTQ individuals in the United States have more rights than ever before, but the reality is that they still face unique financial and legal challenges.

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SPONSORED CONTENT

Providing a Safety Net

Recognizing risks, some branches now offer built-in continuity and succession plans.

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INDUSTRY

What Financial Advisors Can Learn From Silicon Valley

Leaders in the financial services space must welcome disruption, but only in its capacity to better serve clients. Here’s how financial advisors can learn from emerging tech giants to put the client experience first.

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SPONSORED CONTENT

Innovation is Changing the Growth and Value Universes

Growth has outperformed value in recent years, but will that outperformance continue?

WATCH

The Daily Brief

INDUSTRY

Carson Wealth Adds Latest Team Under New Equity Deal with $575 Million Indiana Practice

Carson Wealth moves into Indiana with the addition of Spectrum Management Group, the fifth team to join this year with over $500 million in assets.

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HIGH NET WORTH

MML Investors Services Adds New Investment Options for HNW Clients

MML Investor Services will partner with Brinker Capital Wealth Advisory to offer more investment options for wealthy clients.

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