Morning Memo
Wealth Management Morning Memo

APRIL 12, 2019

ESTATE PLANNING

Eighteen Estate Planning Lessons From Game of Thrones

All men must die. For fans of "Game of Thrones," the show’s parade of deaths over seven seasons provides a practical guide to succession planning do’s and don’ts.

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HIGH NET WORTH

Aim for Equality When Planning for Spouses

Help women clients take a more active role in their financial affairs.

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SPONSORED CONTENT

Municipal Bonds: Weather Ready

Municipal bonds weathered fourth quarter volatility better than other fixed-income sectors, but careful selection remains key.

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TECHNOLOGY

How Blockchain Threatens Financial Advisors

The advent of tokenization across peer-to-peer networks can make virtually any asset tradable and investable. That’s an existential threat to financial advisors, whose value will increasingly depend on specialized knowledge of a smaller slice of a much larger world.

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The Daily Brief

PEOPLE

Florida Powerball Winner Sues Son and Advisor Over Money Mismanagement

She claims her son’s advisor put her into investments that were not risky enough for the fees she was paying. In most cases of elder financial abuse, it's the other way around.

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TECHNOLOGY

Bank of America to Launch Automated Financial Goal-Planning Platform This Fall

Bank of America is rolling out a new financial "coaching" portal available to its more than 60 million customers later this year.

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INDUSTRY

Prudential Expands Financial Wellness Capabilities

Prudential is adding a handful of employee-focused "financial wellness" solutions to its employer platforms.

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