SEPTEMBER 5, 2017

Editor’s note: Welcome to the all-new WealthManagement.com Morning Memo. We’ve changed the design and format of this newsletter to make it even more flexible for our readers, wherever they are. The newsletter is a “responsive” design, meaning it’s optimized for viewing on desktop computers, tablets and mobile phones. We think it is sleeker and cleaner. Ever since we launched the Morning Memo, it’s been a tremendous hit with our readers and we hope you’ll like this version even more. You’ll still get the same award-winning content from WealthManagement.com that you’ve come to expect, including the popular Daily Brief - a round-up of news from around the web of interest to advisors. We hope you like it, and please feel free to drop us a line to let us know your thoughts.

INDUSTRY RESEARCH

Independent Advisors Diverge From Peers on Investments

Diana Britton

RIAS are allocating client assets differently from those at the wirehouses or independent broker/dealers.

FULL ARTICLE

WEALTHTECH

Advisors Can Use Technology To Tap Into Growing Gig Economy

Ryan W. Neal

A third of the workforce is self-employed, and technology positions advisors to help with the unique financial challenges these workers face.

FULL ARTICLE

CLIENT RELATIONS

Do Your Clients Have a Healthcare Proxy?

Amy Florian

Your clients can't prepare for everything, but they do need to be prepared. Here's how to help.

FULL ARTICLE

The Daily Brief

IRS Loosens Retirement Account Rules For Harvey Victims The IRS has loosened the rules regarding retirement plans for those affected by Hurricane Harvey. In an announcement this week, the agency said those with qualifying plans will be able to take a loan without penalty or a "hardship distribution." ...

Fake It 'Til You ... Get Caught
An investment advisory firm is now facing fraud charges after overstating assets and performance of investment strategies branded by the firm. The Securities and Exchange Commission filed the charges in a Boston federal court, alleging that Louis Navellier and his firm, Navellier & Associates, mislead clients about the performance track record of its “Vireo AlphaSector” investment strategies. ...

Slow Population Growth Could Be An Inflation Headwind
A recent Moody's Analytics report suggests that slowing population growth could be a headwind for inflation. The U.S. economy appears to be in good shape but inflation remains weak and has many scratching their heads. ...