Wealth Management Morning Memo

MARCH 7, 2019

RETIREMENT PLANNING

Four Common Medicare Enrollment Mistakes

Jennifer S. Rossettini

The penalties for errors can be severe.

HIGH NET WORTH

A Road Map for Selling a Closely Held Business: Part 2

David Thayne Leibell, Carrie J. Larson and Brian Schimpf

Types of potential buyers and the importance of tax planning in readying the business for sale.

SPONSORED CONTENT

Diversifying Your Emerging-Markets Allocation

Sponsored by Aberdeen Standard Investments

Investors should consider opportunities EM offers to better diversify their portfolios.

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CLIENT RELATIONS

Millennial Women Are Feminists, Except When It Comes to Money

Lananh Nguyen and Michelle Kim

Nearly 60 percent of women age 20 to 34 defer investing and financial planning to spouses, according to a survey by UBS Group AG.

SPONSORED CONTENT

The Tailored Fit

Sponsored by Covisum

How advisors can use technology to mass-customize financial planning.

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The Daily Brief

INDUSTRY

Succession Lending Rebrands to SkyView Partners in Move Toward Investment Banking

Diana Britton

Succession Lending will now be known as SkyView Partners and expand into mergers and acquisitions deal structure.

PEOPLE

Carson Group CMO Joins LifeYield’s Advisory Board

Michael Thrasher

Jud Mackrill, who co-founded Mineral Interactive, said he is not leading an effort for Carson to work with the firm.

SPONSORED WEBINAR

Prospecting Clients in Today’s Market

Sponsored by Brighthouse Financial

What is your strategy for prospecting clients? How do you build prospecting into your business?
This session will deliver valuable practice-focused insights and perspective for advisors to help build their practice. March 28, 2019 | 4:15pm ET

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