Wealth Management Morning Memo

OCTOBER 26, 2018

PHILANTHROPY

Charitable Giving Advice from Dr. Martin Luther King Jr.

Bruce DeBoskey

As the holidays approach, consider “the fierce urgency of now.”

TECHNOLOGY

Staying Viable: Highlights From The T3 Enterprise Conference

Samuel Steinberger

There were warnings, integrations and plenty of demonstrations for this year's T3 attendees.

SPONSORED CONTENT

Complying with the California Consumer Privacy Act of 2018 for Financial Institutions

Sponsored by Perficient

While the CCPA impacts companies doing business in California, other states are expected to follow its lead.

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ETFS

Time To Get Defensive

Brad Zigler

The compelling case for consumer staples.

SPONSORED CONTENT

Rising Risks, Raising Cash

Sponsored by VanEck

Real assets allocation responds to escalating trade tensions and strong U.S. dollar.

The Daily Brief

ADVISOR CHANNELS

LPL’s Corporate RIA Growing Faster Than Its Hybrid Platform

Diana Britton

The independent broker/dealer has $185 billion in assets on its corporate RIA platform, up 27 percent year-over-year.

CLIENT RELATIONS

Clients Want Holistic Financial Advice But Prefer It to be Comprehensive

Michael Thrasher

A recent study by BNY Mellon's Pershing shows specific words matter.

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