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Wealth Management Morning Memo

JANUARY 14, 2019

REGULATION AND COMPLIANCE

How Smart Are You About the SEC's Regulation Best Interest?

John Kador

This quiz will test your understanding of the regulatory playing field and determine how prepared you are for the coming regulations.

FULL ARTICLE

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HIGH NET WORTH

Getting Divorced? Modern Settlements Are About to Look a Lot Different

Sheri Warsh

As if divorce weren’t taxing enough, it’s about to get a lot more expensive.

FULL ARTICLE

2019 MARKET OUTLOOK

Gen X – Build Your Business with the Forgotten Generation

Sponsored by The Investment Center

The benefits of working with Gen-Xers are numerous; the most important for our industry is they understand the benefits of financial planning and are willing to pay for it.

FULL ARTICLE

MUTUAL FUNDS

Data Picks Investments, Storytelling Sells Them

Barry Ritholtz

How investment products are created and sold now is the reverse of two decades ago.

FULL ARTICLE

The Daily Brief

RETIREMENT PLANNING

New York Mayor Moves Forward with City Retirement Plan

Diana Britton

The Big Apple's program would require employers to either offer a retirement plan or auto-enroll their workers into the city's plan.

FULL ARTICLE

TECHNOLOGY

Mobile Banking Startup N26 Receives $300 Million, Targets US Market

Samuel Steinberger

Based in Europe, N26 is setting its sights for a U.S. launch before July.

FULL ARTICLE

TECHNOLOGY

Yodlee CEO to Step Down Amid Envestnet Reorganization

Samuel Steinberger

Yodlee will be moved under Stuart DePina's new business unit, while Tamarac will be brought into Bill Crager's division.

FULL ARTICLE
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