Morning Memo
Wealth Management Morning Memo

JANUARY 8, 2019

EQUITIES

Bob Doll’s Predictions for 2019

Unlike past years, 2019 is a tougher one to forecast, says Nuveen’s chief equity strategist, but he’s leaning towards a bullish view on stocks.

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TECHNOLOGY

Merrill Edge Is Making Fund Research Easier for DIY Clients

The new way of presenting fund information has been available to Merrill Lynch Wealth Management advisors for some time, demonstrating how BofA's offerings in wealth are converging, regardless of where the client sits.

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SPONSORED CONTENT

4 Cognitive Biases in Behavioral Finance

Wealth managers who understand cognitive biases can use this knowledge to help better manage investor confidence and steer clients back on the right path.

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INDUSTRY

LPL Loses $10 Billion Retirement Plan-Focused Firm to Triad

Retirement Benefits Group has decided to leave Independent Financial Group, which is launching its own b/d.

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The Daily Brief

INDUSTRY

Carson Wealth Takes Stake In Worsfold Wealth Management

The Iowa-based wealth management office left Wells Fargo, exchanging equity for Carson capital.

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INDUSTRY

Private Equity Firm Abry Partners to Buy Millennium Trust

The custodian’s current majority owner, Parthenon Capital Partners, will retain a minority stake in the company.

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