Morning Memo
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July 8, 2017

 


Independent Legacies: Wills of Our Founding Fathers

A look at the last wills of the nation's founding fathers.


Seven Tips For Managing Sibling Wealth Disparity

Doug Baumoel, Blair Trippe

Common values and mutual respect are critical.


Justice Department: DOL Fiduciary Rule Should Be Upheld—Just Not the Class-Action Part

Diana Britton

The Deptartment of Labor's "best interest" rule should be maintained, only without the enforcement provision of class-action lawsuits, says the U.S. Justice deptartment.


Five Prospecting Questions to Uncover Dissatisfaction

Stephen Boswell

An advisor who is armed with the knowledge of why affluent clients fire their advisor is extremely dangerous...to other advisors.


An Advisor’s Guide To Aging in Place vs. Community Living

Eloise Stiglitz

Help your clients decide whether they need to move out of their homes.


Five Things Top Teams Do to Achieve Their Goals

Matt Oechsli

Less than 20 percent of teams consistently achieve their goals. Here’s how the top performers do it.


Quant Investor: The Man Behind Vanguard’s Machine

Dan Weil

John Ameriks, head of Vanguard’s Quantitative Equity Group, on the future of rules-based investing, where advisors add value, and why being quantitative just for the sake of it is not enough.


When Meaning Drives Client Decisions, Not Profits

Chris White

Motivated more by purpose than profits, “Survivor” clients may resist logical advice about how to curb stock market losses.


Eight Steps to Help Advisors and Charities Complete Gifts, Not Compete

Robert F. Sharpe, Jr.

Charities and financial advisors shouldn't compete. Here's how they can work together more effectively to realize maximum benefits for all.


How Advisors Can Best Educate Clients About Online Financial Tools

Michael A. Rousseau

Clients don't rely on WebMD for serious medical concerns, so they shouldn't trust fintech with all their investing, insurance and tax needs.


 

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