Morning Memo
Wealth Management Morning Memo

OCTOBER 19, 2020

ESTATE PLANNING

How Smart Are You About the Annual and Lifetime Gift Tax Exclusions?

Your clients are counting on you to get these details right.

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INSURANCE

The Power of PPLI Planning

How to integrate lifetime exemption planning with private placement life insurance structures.

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SPONSORED WEBINAR

The Polarization of D.C.: The Divergent Outlook for Markets & the Economy Featuring Josh Brown

Join the Reformed Broker, Josh Brown, to hear his thoughts on how this uncertainty will shape the near-term outlook, and what investors should be doing today to prepare for what comes tomorrow.

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INDUSTRY

Berger Financial Group Leaves IBD, Sets up RIA

Berger Financial Group spent 18 years with Cambridge Investment Research, but now has launched its own RIA.

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TECHNOLOGY

New Unicorn Wealthsimple Pushes for Growth Spurt Before IPO

The Canadian online investment company announced a new funding round that raised C$114 million ($87 million) that it plans to use to build out cash, checking, insurance and mortgage products.

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SPONSORED CONTENT

Beware the Value Trap: Value Stocks May Be Inexpensive for a Reason. Where Else Can You Turn

While value stocks may look cheap, they have the potential to stay undervalued for a long time. You may want to consider dividend growth strategies instead. Find out why.

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Wealthies Circle Spotlight

NaviPlan | Five-minute Retirement Report

Create a complete Retirement Coverage report in just five minutes using NaviPlan Guided Retirement.

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VISIT THE WEALTHIES CIRCLE

The Daily Brief

PEOPLE

DOJ Charges Texas Billionaire Robert Brockman in $2B Tax Fraud

Reynolds & Reynolds CEO Robert T. Brockman was charged with tax evasion, wire fraud, money laundering and more by a California federal grand jury.  

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TECHNOLOGY

Schwab: Advisors Were Ready For 2020

While tech adoption accelerated in 2020, in most cases advisors were prepared for the new decade's curveballs.

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WEALTHIES CIRCLE DIGITAL FORUM

The Digital Marketing Path Forum

Join our live interactive panel discussions on October 28th starting at 3pm ET / 1pm PT. Panel sessions include, 'Growth through Marketing Automation,' 'Developing Relationships at a Social Distance,' and 'The Power of Public Relations.'

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