Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 8, 2022

RETIREMENT PLANNING

Converting IRAs to Roth IRAs Is a Year-Round Topic

Save yourself and your clients some stress by planning sooner, rather than later.

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ADVISOR CHANNELS

Cerulli: Wirehouses No Longer Vying for Headcount, Focusing on Efficiency and HNW

The wirehouses’ “scale can be mimicked but rarely matched,” says a new Cerulli Associates report.

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SPONSORED SURVEY

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REGULATION AND COMPLIANCE

New Lawsuit in Fifth Circuit Challenges Revised DOL Fiduciary Rule

The Federation of Americans for Consumer Choice, a trade organization for insurance agents and agencies, argues that new interpretations in the  rule have similar ramifications of the vacated Obama-era regulation.

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BUSINESS PLANNING

How To Track Success with Non-Traditional KPIs

While it’s important to track quantitative goals if you’re building a business, it's equally as important to track qualitative goals that advisors can use to assess whether their practice is growing in alignment with their strengths, aspirations and values.

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