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Wealth Management Morning Memo

DECEMBER 17, 2019

WEALTHCASTS

Dead Celebrity Podcast: John D. Rockefeller, the Original Snowbird

David H. Lenok

Maintaining residences in multiple states is no longer solely the realm of the ultra wealthy.

Brought to you by FS Investments

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REGULATION AND COMPLIANCE

Ladenburg Shareholders File Suit to Block Advisor Group Acquisition

Diana Britton

Some shareholders of Ladenburg stock argue that the firm failed to disclose material financial projections and that the Advisor Group deal undervalues their shares.

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SPONSORED CONTENT

How Well Do You Know Your Funds?

Sponsored by Thrivent Mutual Funds

These top-rated funds are the rising stars you'll want to meet.

VIEW TOP-RATED FUNDS

HIGH NET WORTH

Khan Puts Stamp on UBS With Plan to Revamp Unit for Super Rich

Marion Halftermeyer and Patrick Winters

UBS is setting up a new unit specifically for rich clients who require investment banking services.  

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SPONSORED CONTENT

Municipal Tax Loss Harvesting to Decrease Capital Gains Tax

Sponsored by Gurtin Municipal Bond Management, a PIMCO company

Decrease your tax liability with muni-tax loss harvesting.

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The Daily Brief

INDUSTRY

M&A Frenzy Continued in November

Asia Martin

Fidelity finds increase in AUM and AUA year over year.

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INDUSTRY

Utah Firm Seeks Acquisition Assistance with LPL Deal

Patrick Donachie

Whittenburg Wealth Partners has about $475 million in assets and will join Stratos Wealth Partners, which offers support for LPL-affiliated firms.

FULL ARTICLE

INDUSTRY

Advisor Group B/D Recruits Iowa-Based Rep From LPL

Diana Britton

John Ressler is SagePoint's 14th advisor recruit over the last six months. 

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