Morning Memo
Wealth Management Morning Memo

JANUARY 13, 2020

INDUSTRY

Eight Trends to Impact Wealth Management in 2020

Among the biggest developments set to influence advisors’ businesses this year include Regulation Best Interest, the trade war with China, banking as a service and new use for health savings accounts.

FULL ARTICLE

CLIENT RELATIONS

How Can Advisors Add Value and Defend Fees?

Advisors need to move beyond "buy and hold" and "high risk, high return" to deal more with clients' behaviors and emotions.

FULL ARTICLE

SPONSORED CONTENT

The Power of Direct Indexing Tax-Managed Models to Add Tax Alpha

Discover how to set your services apart and provide additional value to clients by utilizing the power of direct indexing.

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PHILANTHROPY

What to Do If Clients Established DAFs on Their Own

Advisors can help transfer accounts from one sponsor to another.

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SPONSORED WEBINAR

Staying the Course in a Time of Increasing Risk

A decade of ultra-easy monetary policy has led corporate issuers to accumulate record levels of debt, making them vulnerable to downgrades when the turn in the business cycle arrives. In this time of increasing risk, we’ll share insights on tensions in the macro environment and potential implications to investors.

Thursday, January 16, 2020 | 4:15 PM ET

REGISTER NOW

The Daily Brief

PEOPLE

Dallas B/D Hilltop Securities Names New Head of Wealth Management

Hilltop Securities, the Dallas-based broker/dealer, has promoted John R. Muschalek to head of wealth management.

FULL ARTICLE

TECHNOLOGY

Asset-Map, Black Diamond Integrate

SS&C Advent's Black Diamond and Asset-Map announce one of 2020's first integrations.

FULL ARTICLE

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