Morning Memo
Wealth Management Morning Memo

SEPTEMBER 7, 2019

ESTATE PLANNING

Executors of Leona Helmsley's Estate Awarded $100 Million in Fees

Court determines the amount to be fair compensation for services rendered.

FULL ARTICLE

CAREERS

LPL Pivots Toward the Center on Branch Recruiting

LPL's branch recruiting is up 45% over a year ago, as the broker/dealer increases recruiting support and opens up the lines of communication to hybrid firms.

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SPONSORED CONTENT

Direct Indexing: The Financial Industry’s Next Revolution

Learn more about direct indexing and how you can take advantage of its benefits to improve client performance.

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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

INSURANCE

Yes, Fee-Based Annuities Exist

Advocates are working to make fee-based annuities more than just a passing phase.

WATCH

SPONSORED CONTENT

You’ve Got a Website—Now What?

Think your website is a digital marketing strategy? Think again.

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HIGH NET WORTH

The Tax Consequences of Giving Away the House

Factors to consider when deciding whether to sell, gift or keep the property.  

FULL ARTICLE

HIGH NET WORTH

How Your Client's Tax Debt May Impact Her Passport

She may not be able to leave the country until she pays what she owes.

FULL ARTICLE

HIGH NET WORTH

What You Need to Know About Managing Clients’ Digital Wealth

Some core principles and best practices to consider when managing these technological new asset types.  

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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.

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ETFS

The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs

The "hero" of "The Big Short" said index fund inflows are now distorting prices for stocks and bonds in much the same way that CDO purchases did for subprime mortgages more than a decade ago.

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REAL ESTATE

The Top Counties for Opportunity Zone Investment

There's been a lot of discussion of Opportunity Zone investment in the past two years. One firm took a look at the what counties offered the best investing conditions.    

FULL ARTICLE