Morning Memo
Wealth Management Morning Memo

APRIL 13, 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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INDUSTRY

Principal Acquires Wells Fargo's $827 Billion Retirement Business

Principal Financial Group is paying $1.2 billion for the bank's retirement business, which serves 7.5 million U.S. customers.

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TECHNOLOGY

Betterment Adds Dimensional Fund Advisors at No Cost to RIAs

DFA funds will be the first mutual funds offered through Betterment for Advisors, and will be offered free of transaction costs.

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HIGH NET WORTH

Thirteen Tips for Clients Moving to Save Taxes

What do 'Morning Joe’s' Joe and Mika know that your clients don’t?    

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MY LIFE AS A CLIENT

Fleeing High Fees

Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Christine Luken, a Cincinnati-based personal finance coach, about her experiences as a client.

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CAREERS

Brunch as a Business Model

Financial planner Pamela Capalad has built a unique practice by leaning into millennial stereotypes.

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PEOPLE

Cetera Shuffles Executive Ranks to Emphasize Growth

Michael Murray now reports directly to Cetera President Adam Antoniades, emphasizing the priority the firm has placed on recruiting, which faltered in 2018.

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HIGH NET WORTH

IRS Explains a SALTy Interaction

Four examples explaining the interplay between the Tax Benefit Rule and SALT deduction limitations.

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COLLEGE PLANNING

Eight Things You Need to Know About the Best College Loan

Borrowing responsibly is paramount.

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WEALTHCASTS

Rockefeller Capital Management Demystified

Tune in to a conversation with Chris Dupuy, managing director and chief operating officer of Rockefeller Capital Management.

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