Morning Memo
Wealth Management Morning Memo

OCTOBER 28, 2020

ALTERNATIVE INVESTMENTS

Gold in the Time of COVID-19

A deep dive into the production and consumption of gold.

FULL ARTICLE

HIGH NET WORTH

Just What Is a 'SLAT,' Anyway?

For married clients reluctant to make gifts directly to their children, a spousal lifetime access trust can be an ideal solution.

FULL ARTICLE

SPONSORED CONTENT

Creating a Business Continuity Plan

Never would we have thought a pandemic would sweep the globe, changing our lives and how we do business. Were you prepared with a business continuity plan?

CREATE YOUR PLAN

MICHAEL KITCES' #FASUCCESS PODCAST

Building Back After a Non-Compete with Ashby Daniels

Ashby Daniels discusses how he navigated the non-compete and non-solicit agreement he had with the broker-dealer he left to eventually win back at least a subset of his prior clients.

LISTEN

Wealthies Circle Spotlight

SPONSORED CONTENT

The Value of First Ascent for Financial Advisors

First Ascent offers many tools and services to help you operate more efficiently and grow your practice.

LEARN MORE

VISIT THE WEALTHIES CIRCLE

The Daily Brief

TECHNOLOGY

Vimeo Introducing Browser-Based Video Messaging

As the pandemic stretches on, video is becoming an increasingly important medium for staying connected with clients.

FULL ARTICLE

PEOPLE

Citizens Bank Hires Ryan Parker as Head of Wealth Management

The former CEO of Edelman Financial Services, Ryan Parker succeeds John Bahnken, who is retiring.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF