Morning Memo
Wealth Management Morning Memo

SEPTEMBER 6, 2019

TECHNOLOGY

Envestnet To Open Insurance Portal For Non-Insurance-Licensed Advisors

The long-awaited expansion involves a feature called Guidance Desk, currently in development.  

FULL ARTICLE

PROSPECTING

Top Qualified Lead Sources for Advisors

Is paid lead gen right for your practice? A lot comes down to the perception of return on investment.

FULL ARTICLE

SPONSORED CONTENT

Is Your Legacy Safe?

No, your legacy is not safe, even if you set up a foundation. But there are two important things you can do that will help.

FULL ARTICLE

INSURANCE

Premium-Financed Indexed UL: The Right Way and the Wrong Way

Seven assumptions that have given this vehicle a bum rap.

FULL ARTICLE

2019 Midyear Outlook Special Edition

This special issue includes: current market views from asset managers, articles on technology & best business practices. You can skim at your leisure, or zero in on the contributions from firms that may be of interest.

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The Daily Brief

REGULATION AND COMPLIANCE

Former Morgan Stanley, Wells Fargo Advisor Pleads Guilty to Fleecing Clients

Elias Herbert Hafen told clients to liquidate stocks and retirement accounts to invest in a fake investment fund, according to allegations; instead, the money went towards his expensive art collection.  

FULL ARTICLE

TECHNOLOGY

HighTower Advisors Get Access to Riskalyze

HighTower is the latest enterprise client to sign on for the risk alignment and trading automation company's tools.

FULL ARTICLE

TECHNOLOGY

WiserAdvisor Buys Paladin's Lead-Gen Assets

Paladin Digital Marketing sold its 15-year-old Paladin Registry as it concentrated on advisors' digital real estate.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF