Morning Memo
Wealth Management Morning Memo

NOVEMBER 13, 2017

PHILANTHROPY

Gift Tax Considerations For Crowdfunding

Crowdfunding websites aren’t in the business of providing tax advice.

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HIGH NET WORTH

Why Super Affluent Families Are Flocking to Jackson Hole, Wyo.

Private family trust companies aren't required to register with the SEC.

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Transforming From ‘Advisor’ to ‘Retirement Income Planner’

The quality of your financial services education plays a significant role.

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INFORMA INTELLIGENCE

What Do Flattening Yields Mean For Interest Rates?

It’s way too early to talk about a recession.

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The Daily Brief

Half of All Financial Advisors Will Lose Their Jobs in 10 Years

John Mauldin has some good news and some bad news for financial advisors. The bad news: half of them will be looking for a new line of work in the next decade. The good news: Those still in the business will be the ones who figure out how not to do the same old "buy and hold" strategies of the past. ...

Finances, Impact Are Sticking Points for Donors
Sixty-four percent of donors say they would like to give more to charity, but their financial circumstances and questions about the impact of giving are preventing them doing so, according to a new study by Fidelity Charitable. ...  

Wealth Management Comes To Citi Mobile App
Users of Citi's mobile app for Android can now access wealth management services, the bank announced Friday. Customers with Android devices will now be able to open Citi Personal Wealth Management brokerage accounts on their phones. ...

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