Morning Memo
View Online
Wealth Management Morning Memo

JANUARY 24, 2019

PHILANTHROPY

Eight Philanthropy Predictions for 2019

Bruce DeBoskey

Economic and political volatility will impact the giving world.

FULL ARTICLE

ADVERTISEMENT

RETIREMENT PLANNING

The Rise of Discordant Retirement

Mark Miller

Few married couples retire at the same time; the discordant pattern has major implications for the way that advisors work with married clients.

FULL ARTICLE

SPONSORED CONTENT

The Question Is Active or Passive Investing. Our Answer Is Yes

Sponsored by Hartford Funds

Active vs. passive investing doesn't have to be a battle.

READ MORE

HIGH NET WORTH

The Fourth Industrial Revolution Is Here

Mitzi Perdue

Family businesses need to adapt or go under.

FULL ARTICLE

The Daily Brief

ADVISOR CHANNELS

Former IBD Exec Brings New Member Benefit Organization to Indie Advisors

Diana Britton

Chalice Financial Network promises the perks and privileges that come with being part of a member organization, a la Costco.

FULL ARTICLE

TECHNOLOGY

Hearsay Adds Instagram Support

Samuel Steinberger

Providing support for the public-facing features of Instagram, Hearsay provides compliance options for advisors.

FULL ARTICLE

TECHNOLOGY

Riskalyze Integrates With Advyzon

Samuel Steinberger

Riskalyze and Advyzon partnered to bring single sign-on functionality for advisors.

FULL ARTICLE
READ MORE OF THE DAILY BRIEF