Morning Memo
 
Wealth Management Morning Memo

DECEMBER 2, 2023

ESTATE PLANNING

Tips From the Pros: Estate Planning for Middle Rich Clients

Stick to the basics.

FULL ARTICLE

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PEOPLE

Accused Palestinian Shooter Former Broker at Edward Jones, Cadaret, Grant

Jason J. Eaton, who allegedly called himself a "reformed broker," was arrested by the ATF for allegedly shooting three 20-year old Palestinian students in Vermont this weekend. Eaton has a FINRA history, with a series of short stints at TD Ameritrade, Edward Jones, and most recently, Cuso Financial Services.  

FULL ARTICLE

WMIQ EXCLUSIVE RESEARCH

Real Estate Investing: Tapping the Untapped Demand for Advice

Discover the untapped potential of real estate investment advice in revolutionizing financial advisory practices.

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ETFS

ETFs with the Worst Returns Over the Past Five Years

The last half-decade was not good to these funds.

FULL ARTICLE

RIA NEWS

CPA Firm Windes Partners With Integrated to Launch Wealth Firm

California-based accounting firm Windes will leverage Integrated Partners’ platform to provide more comprehensive services for complex clients through a new wealth management practice.

FULL ARTICLE

WHITE PAPER

Advisors: Reclaim Your Time & Unlock Potential

Overcome 3 common challenges that may be holding you back.

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RIA NEWS

Snowden Lane Recruits Hybrid RIAs in Colorado, Florida

The newest additions are the second and third teams to jump to Snowden Lane Partners from within the independent channel.

FULL ARTICLE

RIA NEWS

Abacus to Seed Its Wealth Division Via RIA Acquisitions

Abacus Life is betting big on its longevity- and lifespan-based approach to financial planning.

FULL ARTICLE

WEBINAR

Optimizing After-Tax Returns: Year-End Strategies and Portfolio Messaging

Join our Dec 4 webinar on 'Optimizing After-Tax Returns'. Learn tax-efficient strategies, tax loss harvesting, and portfolio optimization for better client outcomes.

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PHILANTHROPY

New IRS Proposed Regs Target Donor-Advised Funds

They could expand the number of accounts that qualify as DAFs and the pool of persons subject to applicable excise taxes.

FULL ARTICLE

ETFS

ESG and Passive Investing Do Not Mix

The complex, long-term nature of sustainable investing makes it inherently an active management discipline.  

FULL ARTICLE

HIGH NET WORTH

Options for Changing an Irrevocable Trust

Irrevocable trusts can't be modified ... unless they can.  

FULL ARTICLE

RETIREMENT PLANNING

Annuities Are Back in Fashion, But Are They Safe?

Rising interest rates have spurred a boom in demand, but investors should take note of recent changes in the insurance industry.  

FULL ARTICLE

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