Morning Memo
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Wealth Management Morning Memo

JULY 25, 2018

TECHNOLOGY

Cash Can Be Advising Opportunity

Samuel Steinberger

Cash is providing far from kingly returns, but that may be just the opportunity advisors need to add value, retain clients and capture wallet share.

FULL ARTICLE

RETIREMENT PLANNING

The Importance of Clarifying Longevity Risk

Michael Harris

Change the retirement income conversation while there's still time.

FULL ARTICLE

SPONSORED CONTENT

An Important Consideration: Financial Planning for the Special Need Community

Sponsored by Voya Financial Advisors

Understanding the challenges faced by the special needs community is an important way to differentiate yourself among your peers.

FULL ARTICLE

BUSINESS PLANNING

Recruiting the Next Generation of Financial Advisors

Jeff Motske

The talent shortage is real. Here's how to combat it.

FULL ARTICLE

The Daily Brief

ETFS

Bitwise Files for Cryptocurrency Index ETF

Michael Thrasher

The new ETF would be based on the Bitwise HOLD 10 Index Cryptocurrency Fund, not one single cryptocurrency.

FULL ARTICLE

TECHNOLOGY

Riskalyze Integrates With LPL's ClientWorks

Samuel Steinberger

The partnership is expected to impact about 2,500 users.

FULL ARTICLE

TECHNOLOGY

Voya Adds To Financial Education Offerings

Samuel Steinberger

The tool is designed to take into account different needs depending on the individual's age and socioeconomic demographics.

FULL ARTICLE
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