Wealth Management Daily Memo

DECEMBER 10, 2018

TECHNOLOGY

BlackRock's iRetire to Integrate With eMoney Advisor

Samuel Steinberger

Staying in their lanes, BlackRock gets access to more advisors and eMoney streamlines its partnership with the asset manager.

INDUSTRY

UBS Shuffles U.S. Wealth Unit to Capture More Billionaires

Sonali Basak and Lananh Nguyen

Jason Chandler will become head of wealth management in the U.S. after more than two decades at the bank.

SPONSORED CONTENT

Going Independent as a Hybrid RIA

Sponsored by Schwab Advisor Services

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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HIGH NET WORTH

Hotels Might Be a Good Bet for HNW Investors, But Which Types Should They Focus On?

John Egan

Full-service properties may offer higher yields, but select-service hotels are less expensive to operate.

SPONSORED CONTENT

Long-Term Care and Retirement Planning go Hand in Hand

Sponsored by Lincoln Financial Group

Clients and advisors know long-term care planning is important, yet too few clients plan ahead.