Wealth Management Morning Memo

MARCH 5, 2019

CLIENT RELATIONS

Five Key Planning Considerations When Preparing for Divorce

Scott Huff

In a life-altering event, patience, understanding and, ultimately, good guidance can go a long way.

EQUITIES

Traditional and Alternative Value Opportunities in Housing Stocks

Dave Gilreath

Housing industry equities are showing early signs of a comeback. Here's where to find value.

SPONSORED CONTENT

Highlights from National LINC 2019

Sponsored by TD Ameritrade Institutional

The best takeaways from the year’s most innovative RIA conference.

HIGH NET WORTH

Tales of SALT Woe From the Rich Who Try to Flee High-Tax States

Ben Steverman

Wealthy Americans contemplating a move to a low-tax state might want to reflect on these five tales of woe.

SPONSORED WEBINAR

Navigating Volatility Throughout an Investor’s Life Cycle

Sponsored by Prudential Financial

Learn how can help prepare your clients to appropriately build their investment portfolio to manage and weather through portfolio volatility while helping them prepare for retirement and legacy goals. March 06, 2019 | 4:00pm ET

The Daily Brief

INDUSTRY

CFA Test Goes Digital

Diana Britton

CFA candidates will be able to take the first level exam on computers starting in 2021, the CFA Institute said.

TECHNOLOGY

Financial Services Faces The Music

Samuel Steinberger

Remember what Napster did to the music industry? Financial services hears the same song, second verse.

PEOPLE

Merrill Lynch CTO Leaving for Rockefeller Capital Management

Michael Thrasher

Joe Ferlisi will be Rockefeller Capital Management's chief information officer.

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