Morning Memo
Wealth Management Morning Memo

JULY 26, 2019

INDUSTRY

Charles Schwab to Buy USAA

Deal will add 1 million new accounts, over $90 billion in client assets, and ensure Schwab an exclusive referral agreement to be wealth management provider to USAA members.

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ESTATE PLANNING

Planning for Digital Assets Explained

The rise of the digital executor.

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SPONSORED CONTENT

Should I Stay or Should I Go?

Help clients have the discussion of where Mom and Dad will live.

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MARKETING

Five Email Marketing Tips for Advisors

Simply “selling” your products and services is not your primary goal.

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SPONSORED CONTENT

6 Ways to Help Clients Prepare for Longevity

Help your clients meet the risks of a longer life in retirement.

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The Daily Brief

ALTERNATIVE INVESTMENTS

Bitcoin Investors Aren't Just Crypto Enthusiasts

The many faces of investors interested in crypto assets are more mainstream than you might think; study indicates advisors influential in decision making.

FULL ARTICLE

RETIREMENT PLANNING

Study: Retirement Has A Different Look For Self-Employed

One size does not fit all when it comes to advice opportunities for the self-employed.

FULL ARTICLE

Share Your Thoughts for a Chance to Win One of Four $100 Visa Gift Cards

You depend on marketing support to provide you with results-oriented materials, tools & resources to help you develop effective financial strategies for clients – but how good a job are they *really* doing in providing the support you need?

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