Morning Memo
Wealth Management Morning Memo

FEBRUARY 15, 2018

TECHNOLOGY

Blockchain Is Transforming the Financial Services Industry

How the technology behind bitcoin will reshape trusted transactions.

FULL ARTICLE

ADVERTISEMENT

ESTATE PLANNING

Regulatory Outlook After Trump's Tax Reform

IRS releases revised priority guidance plan and proposed amendments.

FULL ARTICLE

RETIREMENT PLANNING

For U.S. Retirees, Rising Interest Rates a Double-Edged Sword

Americans are more likely than ever before to enter retirement carrying debt, which leaves them vulnerable to rising interest rates.

FULL ARTICLE

SPONSORED CONTENT

Take the Extra Stress Out of Strategic Planning

‘We really enjoy the strategic planning process,’ said no advisor ever. SEI’s new video and toolkit provide a structured, easy, three-step plan with guidelines and worksheets. All designed to help you take the pain out of planning. Learn more now.
 

DOWNLOAD

The Daily Brief

Fearless Girl Is Here to Stay

Fearless Girl, the statue of a young girl erected by State Street Global Advisors last year near Wall Street's Charging Bull, is becoming permanent. New York City and SSgA are in negotiations regarding the future of the statue. The statues are considered to be inseparable from each other, and the main issue is whether to keep them in their current location or to relocate and redesign them. ...

Cryptocurrencies a Big Driver of Charitable Giving
Last Year 2017 was a record year for charitable donations, with Fidelity Charitable giving $4.5 billion across more than 1 million donor-recommended grants to nearly 127,000 nonprofit organizations, according to the firm’s 2018 Giving Report. The appreciation of cryptocurrencies, such as bitcoin, was a large driver of giving, the firm said. ...

Heirs Don't Want the Family Business; They Want the Cash
An overwhelming majority of heirs to a family business (82 percent) don't want to inherit the business or have anything to do with it. They would rather inherit the cash from the sale of the business, according to UBS' Q1 Investor Watch Report. ...

READ MORE OF THE DAILY BRIEF