Morning Memo
Wealth Management Morning Memo

JUNE 25, 2020

TRANSPARENCY WITH DIANA B.

How John Hyland Fought Cancer and Won—Three Times

“I said, ‘Doc, am I going to live?’ And it was just silence. He finally says, ‘We have a lot of work to do.’ And that day was a tough day for me.”

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RETIREMENT PLANNING

A New Approach for Real Estate Diversification

'Like-kind' exchanges may permit clients to defer capital gains taxes.

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SPONSORED CONTENT

Talking To Clients Now About Guaranteed Income Solutions

The promise of guaranteed income is appealing in today’s environment: Now, nearly half of Americans say they would be willing to convert some of their assets into a guaranteed lifetime income stream.

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MARKETING

Dynasty’s Pivot to Virtual Events

A roundup of how Dynasty and its partner advisors are using virtual events to engage clients and prospects.

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SPONSORED CONTENT

The Problem with Fees in Efficient Asset Classes

To try and solve the fee issue and the related implications of current fee constructs, asset managers must offer a well-aligned fee structure to create demand and compete with passive products.

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The Daily Brief

TECHNOLOGY

Advisor Group Launches Reg BI Compliance Dashboard

The eQuipt Dashboard provides features to assist advisors with new compliance provisions.

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TECHNOLOGY

SMArtX Adds Direct Private Investing Option

SMArtX Advisory Solutions is adding an alternative investment option from Deal Book.

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SPONSORED WEBINAR

Tips to Kickstart Your Planning Efforts During Volatile Times

In TODAY'S webcast, we’ll explore the effects of COVID-19 on investors and advisors. Highlight the benefits of financial planning in both volatile and typical markets. And offer guidance, strategies, and actionable recommendations for implementing a financial planning service.

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TECHNOLOGY

Orion Adds Coronavirus, Inflation Offerings

Orion is adding a number of new models to its TAMP and model marketplace, including two focused on inflation and COVID-19.

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