WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 12, 2017

INDUSTRY

Flushing Bank Joins Cetera Financial Institutions

The New York-based bank brings its wealth management program over from Infinex Financial Group.

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CLIENT RELATIONS

How to Help Small Business Owners Prep For a Sale

Four keys to assisting clients looking to retire.

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SPONSORED CONTENT

Hosting a Flawless Client Event

Memorable client events don't just happen. Whether it's an in-person or virtual conference, seminar, or customer appreciation day, and whether you have three weeks to plan or an entire year, your event's success hinges entirely on the details. Here are some essential tips to help you prepare.

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INDUSTRY

House's Dodd-Frank Tweaks Won't Add Up to 'Big Number'

Among the bills on the table is Rep. Ann Wagner's repeal of the Department of Labor's fiduciary rule.

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Bloomberg