Morning Memo
Wealth Management Morning Memo

JUNE 18, 2019

HIGH NET WORTH

Gloria Vanderbilt Dies at 95

Her son, Anderson Cooper, isn't set to inherit any of the family fortune.  

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TECHNOLOGY

What’s Next for LPL’s 'Advisor Sleeve?' Machine Learning and AI

The next iteration of the firm’s “Advisor Sleeve” technology will allow advisors to stress-test their model portfolios using machine learning and artificial intelligence.  

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Consumers’ Financial Worries in 2019

How advisors can help address clients’ biggest financial concerns

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HIGH NET WORTH

Preach 'Exit Patience' to Entrepreneurial Clients

Clients planning for a liquidity event may have to wait a lot longer than they used to.

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Valuing Callable Municipal Bonds

Current municipal bond conventions often don't accurately capture the true value of a bond.

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The Daily Brief

INDUSTRY

Over Half of Advisors Fear a Recession Within a Year

The fifth annual Advisor Authority survey showed that more than half of advisors and investors were concerned about market volatility and a U.S. economic recession within the next 12 months.

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INDUSTRY

RIA Firm With $275 Million in AUM Partners with Dynasty

Pivotal Planning Group serves high-net worth families and employer retirement plans for small businesses.

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