Morning Memo
View Online
Wealth Management Morning Memo

JUNE 25, 2019

WEALTHCASTS

Dead Celebrity Podcast: The Bizarre Case of Casey Kasem

David H. Lenok

In the first-ever episode of the Dead Celebrity podcast, senior editor David Lenok talks with Jim Dougherty about the lessons to be learned from the death of legendary radio deejay Casey Kasem.

FULL ARTICLE

Advertisement

TECHNOLOGY

Harness Wealth Wants To Be Advisors' Digital Matchmaker

Samuel Steinberger

Co-founder and CEO David Snider is hoping to bring lessons learned from real estate technology into wealth management.

FULL ARTICLE

SPONSORED CONTENT

One Conversation Can Make All the Difference

Sponsored by Lincoln Financial Group

Leverage Lincoln's exclusive insights.

DOWNLOAD WHITE PAPER

Advertisement

INDUSTRY

Sanctuary Bolsters Management Team to Recruit More Breakaways

Michael Thrasher

Sanctuary has added senior executives with an eye toward recruiting breakaway brokers, while competitors shift their focus towards RIAs.

FULL ARTICLE

SPONSORED CONTENT

Seven Keys to Upgrading Your Advisor Tech

Sponsored by Orion Advisor Services

Don’t get burned when modernizing your tech stack.

DOWNLOAD WHITE PAPER

The Daily Brief

INDUSTRY

Democrats Demanding Clarity on Fallout from the DOL Fiduciary Rule

Patrick Donachie

Democrats in Congress assert the DOL is not clarifying what the loss of the 2016 rule means for retirement savers.

FULL ARTICLE

Advertisement

PEOPLE

Financial Planner Announces Bid For Congress

Samuel Steinberger

Kathy Landing is seeking the Republican nomination for South Carolina's First Congressional District.

FULL ARTICLE

CAREERS

With Help From Its Endowment, Yale Launches Asset Management Program

Diana Britton

The new master’s program will focus on fiduciary responsibilities and ethics.

FULL ARTICLE
READ MORE OF THE DAILY BRIEF