Morning Memo
Wealth Management Morning Memo

JUNE 17, 2020

CELEBRITY ESTATES PODCAST

Amy Winehouse and Working With Millennial Clients

Douglas Boneparth details ways financial advisors can get started working with millennial clients.

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REGULATION AND COMPLIANCE

Two States Push Rules Requiring Form CRS From State-Registered Advisors

The state securities commissioners are making a mistake mandating state-registered advisors adhere to the SEC's June 30 deadline to complete the form, according to securities attorney Max Schatzow.

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SPONSORED CONTENT

Seven Relationship Skills That Will Impress High-Net-Worth Investors

Attract, serve, and retain HNW investors with these seven tips.

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BUSINESS PLANNING

Will COVID-19 Change the Way We Work Forever?

Physical space will be reduced, office layouts will be adjusted, and shifts of employees coming in and out of the office will be instituted.

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SPONSORED CONTENT

Podcast: Trends in Book Buying and Continuity Plans

You might be ready to retire, but Is now a good time to sell?

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The Daily Brief

INDUSTRY

Summit Street Wealth Management Joins LPL from MML

Wisconsin-based Summit Street Wealth Management was partly attracted to LPL because of President and CEO Dan Arnold’s history in the bank channel.

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TECHNOLOGY

Oranj Adds Liberty One to Model Marketplace

Liberty One, which was founded in 2012 by a group of advisors, creates model-based, individual equity allocations.

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SPONSORED WEBINAR

What’s Behind the Appeal of Portfolio Hedging Using Inverse ETFs

Join this webinar on Wednesday, June 17 as we discuss the significance of portfolio hedging, explain how inverse funds work, and provide examples of how inverse funds can help potentially reduce the risk in a portfolio.

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