Morning Memo
Wealth Management Morning Memo

APRIL 6, 2018

CLIENT RELATIONS

Five Car-Buying Mistakes Clients Make

Even your savviest car-buying clients should avoid these missteps at the dealership. 

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INSURANCE

Life Insurance With an Infinite Return?

Warn clients not to bail on policies.

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SPONSORED CONTENT

Growth Through Acquisitions

When it comes to growing your businesses, you have many growth strategies you can pursue.

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TECHNOLOGY

Fintech Report Card: March 2018

Riskalyze CEO Aaron Klein gives the thumbs up or thumbs down on the biggest pieces of news to hit advisor technology in the previous month.

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The Daily Brief

No One Wants to Own Jets Anymore

The ultra rich are increasingly eschewing buying their own private jets in exchange for fractional shares, jet-card membership and on-demand chartering, according to a new report by VistaJet and Wealth-X. It's only the richest of the rich—think Warren Buffett and Google co-founder Larry Page—who still own their own planes. ...

XYPN Searches for the Next Big Fintech Innovator
The XY Planning Network, the financial planning platform for fee-only financial advisors who want to serve their Gen X and Gen Y peers, has launched its third annual Advisor FinTech Competition. ...

Halite Partners Names J.P. Morgan Director New CFO, COO
Halite Partners, the RIA started by a co-founder of Morgan Stanley's Graystone Consulting, has hired a new CFO and COO. Ric Butler, a former managing director of J.P. Morgan Asset Management, filled the newly-created positions at the RIA. ...

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