Morning Memo
Wealth Management Morning Memo

SEPTEMBER 7, 2017

INSURANCE

Details of a Life Insurance Fraud Case

Documentation gets client a million-dollar settlement.

FULL ARTICLE

CLIENT RELATIONS

What To Tell Clients Feeling Market Anxiety

How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.

FULL ARTICLE

ESTATE PLANNING

U.S. v. Balice: IRS Successfully Pierced Trust

Proper formation, funding and formalities of operating are vital for a plan to succeed.

FULL ARTICLE

The Daily Brief

RBC Launches Women-Focused Initiative

As part of a new women's initiative, RBC Wealth Management U.S. introduced a series of video interviews with current employees sharing why they chose to become advisors and what makes them unique. ...

SS&C Learning Institute Launches "Fiduciary Code of Conduct" Course
The SS&C Learning Institute has launched a new “Fiduciary Code of Conduct” course for financial advisors. The online course was developed by Don Trone, newly appointed SS&C Learning Institute Senior Fellow and co-founder and CEO of 3ethos. ...

Rare Blue Diamond to Hit Auction Block
An intense blue diamond is to be auctioned by Bonhams in London on Sept. 20. The diamond is expected to fetch as much as $2 million, according to Toronto's Paragon International Wealth Management. If it does, its speaks well for the continued demand for fancy colored diamonds.  ...

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