Morning Memo
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Wealth Management Morning Memo

JULY 9, 2019

ESTATE PLANNING

Dead Celebrity Podcast: Robin Williams' Best-Laid Plans

David H. Lenok

Does the fact that there's a fight necessarily mean an estate plan failed?

FULL ARTICLE

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CAREERS

Do You Really Need to Be Entrepreneurial to Go Independent?

Mindy Diamond

Top breakaways say the move was far less about a desire to have their own businesses and more about doing better for their clients and careers.

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Finally, There's Some Income in Fixed Income

Sponsored by Thrivent Mutual Funds

It’s been a long wait, but income investors are finally starting to get a decent yield on their fixed income investments.

FULL ARTICLE

ETFS

ETFs to Capture Rising Dividends

Todd Rosenbluth

Nearly 200 companies in the S&P 500 hiked their dividends a median 8% during the first six months of 2019, making these dividend-yielding ETFs worthy of a closer look.

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SPONSORED CONTENT

Really Easy Real Estate

Sponsored by American Heart Association

Real estate gifts can save your client time and money.

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The Daily Brief

INDUSTRY

FINRA Awards $1.8 Billion to Former USAA Advisors

Patrick Donachie

The advisors argued the firm had reported 'inaccurate' information on their CRDs, making it difficult for them to find new work in the industry.

FULL ARTICLE

MARKETING

New Site Aims To Build Community For Independent Advisors

Patrick Donachie

Model FA's new site includes a blog and podcast series with financial planners and experts on how to build and thrive as independent advisor or firm in the industry.

FULL ARTICLE

WealthManagement Digital Edition

Finding Real Alternative to Beta: ALTs Have Largely Disappointed Investors, But These 5 ETFs Optimize Low Correlation, Volatility and Shape Statistics

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