Morning Memo
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July 23, 2016

 


Pre-Election Estate Tax Proposals: Clinton vs. Trump

Practitioners should put all clients involved in active planning on notice of Clinton and Trump’s proposals because they’re so dramatically different.

401(k) Investors Feel Confident, Know Little About Their Investments

Thomas Seubert

Investors feel confident they’re getting the most out of their 401(k)s but acknowledge not knowing much about them, says Scarborough Capital Management’s 401(k) Pulse Survey.


Protecting Pension Recipients

Kevin McKinley

You can reduce some of the risks facing retirees who rely on monthly pension checks.

 


MetLife Shelves 148-Year-Old U.S. Retail Brand for ‘Brighthouse’

Katherine Chiglinsky | Bloomberg

Metlife's retail unit will be known as Brighthouse Financial once it’s broken off from the parent company, MetLife said Thursday in a statement.

 


Wells Fargo Plans to Start Robo-Advisory in 2017, COO Sloan Says

Doug Alexander | Bloomberg

Wells Fargo & Co., the world’s most valuable bank, plans to start a robo-advisory service in 2017, Chief Operating Officer Tim Sloan said.

 


Stocks in a Head Fake?

Brad Zigler

Blue chip bullishness could be curtailed by junk bonds.

 


The 50 Most Common Family Types in America

David H. Lenok

There is a great (and increasing) diversity of family types in this country, and planners should take notice.

 


Seven Signs of Potential Elder Abuse

Michael Brevda

Combating this epidemic requires constant vigilance on the part of family members, friends and, yes, advisors.

 


Five Success Factors to Put Client Experience in Focus

Tom Halloran

A great client experience is “right” all the way around—it delivers the right services to the right clients in the right way.

 


DOL Rule: An Opportunity to Reemphasize Value, Build Long-Term Success

Matt Matrisian

The DOL rule presents several opportunities for advisors to reassert their value, while simultaneously improving firm efficiency and revenue.

 


How to Avoid Socially Awkward Introductions

Matt Oechsli

How do you make a personal introduction impactful? Simple. Invert your focus.

 


 

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