Morning Memo
Wealth Management Morning Memo

FEBRUARY 5, 2018

TD AMERITRADE NATIONAL LINC CONFERENCE

How Advisors Are Fielding Client Questions On Cryptocurrency

Their future is unknown and that requires more education for both advisors and clients, according to panelists at the TD Ameritrade Institutional's conference for financial advisors.

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INSURANCE

Help Mitigate Life Insurance Fraud

Three rules to remember for layering in a basic level of protections for your clients.

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SPONSORED CONTENT

Aligning Your Technology With the Needs of High-Net Worth Clients

High-net-worth advisors plan on spending more on technology next year, but they may not be taking full advantage of the opportunities available.

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HIGH NET WORTH

Marijuana-Related Real Estate Might Pay Off for HNW Investors. But at What Risk?

HNW investors and family offices eager to capitalize on 21st century interest in properties serving the industry for legalized marijuana might want to “Go east.”

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The Daily Brief

Putnam's Road to the Super Bowl

Boston-based Putnam Investments has been a sponsor of the New England Patriots since 2009, and once again it paid off as the team appeared in the Super Bowl on Sunday. Evan Vladem of Associated Investor Services writes about the firm’s sponsorship in Chief Marketer. ...

Deutsche Bank Wealth Management Warns Against Cryptocurrencies
Add Deutsche Bank Wealth Management to the growing chorus of financial establishments telling their clients to stay away from bitcoin and other cryptocurrencies, according to Finextra. Markus Mueller, Global Head of the Chief Investment Office for Deutsche Bank, told Bloomberg News that there is too much risk involved, including high volatility, possible price manipulation and data loss or theft. ...

Financial Literacy Eases Anxiety
The more Americans know about their finances, the less anxious they will be as they grow old, according to a new study by Hiroshima University. The study, detailed in MedicalXpress, surveyed Americans with questions that tested their financial literacy, including basic calculation and the pricing behavior of bonds. It found that people with high financial literacy are significantly less anxious by the way of accumulating assets, such as savings, bonds and insurance. ...

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