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Wealth Management Morning Memo

JUNE 12, 2019

ADVISOR CHANNELS

Dynasty’s "Freedom Note" Brings a Wirehouse Recruiting Trick to Independents

Diana Britton

Dynasty is recreating a wirehouse compensation strategy to lure new advisors—giving them an upfront payment in the form of a forgivable loan—but it comes with a new twist; advisors don’t give up any equity.

FULL ARTICLE

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INSURANCE

The Bastardization of Premium Financing

Bill Boersma

What you see isn’t necessarily what you get.

FULL ARTICLE

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HIGH NET WORTH

With Brexit, It's Time to Consider Whether Clients Should Move Their Art

Diana Wierbicki and Sophie Dworetzsky

But guidance remains murky in the event of no deal.

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Why Invest in Companies Led by Owner-Operators?

Sponsored by Principal

Owner-operators CEOs have different motivations that affect their decision-making in positive, value-adding ways.

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The Daily Brief

PEOPLE

Lori Hardwick To Lead Riskalyze Board As Chairman

Davis Janowski

Drew DiMarino joins Riskalyze as EVP of sales.

FULL ARTICLE

TECHNOLOGY

Personal Capital, Latest To Join Boom In Basic Banking

Davis Janowski

Move over traditional banks, credit unions and neo-banks—here’s how digital wealth management firms are doing checking and savings.

FULL ARTICLE

RETIREMENT PLANNING

Advisors Underestimate Value of HSAs to Clients, Survey Finds

Patrick Donachie

HSA assets continue to grow, with Denevir estimating they will top $75 billion by 2020.

FULL ARTICLE
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