Morning Memo
Wealth Management Morning Memo

MARCH 27, 2018

HIGH NET WORTH

Dive Into Securities-Backed Loans With TD Wealth’s Head of Lending

Bryan Loew breaks down the nuances of the loans, who the borrowers are, what they are using the money for, and the risks to both clients and lenders.

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HIGH NET WORTH

Millennials Are Most Vulnerable to Scams

Millennials' comfort with technology may actually make them more vulnerable to scammers.

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3 Ways to Make Your Firm to Appeal to Millennials

Refresh your approach for the next-gen of clients and boost your business.

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TECHNOLOGY

Technology Could Bridge the Gap In Trust Between People And Financial Services

Unlike retail investors engaged in markets, the general population still doesn’t trust the financial services industry 10 years after the financial crisis.

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The Daily Brief

A-Rod's New Gig: Financial Advisor?

Former New York Yankee Alex Rodriguez is the host of a new CNBC reality TV show, "Back in the Game," featuring former professional athletes in financial trouble. A-Rod, who himself retired in 2016 and made more than $441 million in his 22-year career, provides common-sense money management advice to other former athletes who are struggling since they stopped playing sports. ...

Risky Business
A new study by MassMutual indicates that retirees and pre-retirees are taking too much risk in their portfolios, which could really bite them in their behinds if we experience a major downturn. ...

Don't Forget Disability Insurance
Most individuals (and their advisors) know they should probably have life insurance, but many don't consider or recognize the importance of disability insurance, according to a blog post by Peter Lazaroff, the co-chief investment officer at Plancorp. ...

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