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Wealth Management Morning Memo

SEPTEMBER 27, 2019

INDUSTRY

Inside the IRS Whistleblower Program

John Kador

There may be riches for snitches.

FULL ARTICLE

TECHNOLOGY

WealthTech Providers Take On Planning For The Cost Of College

Samuel Steinberger

A couple of newish financial tools and an industry planning stalwart aim to help advisors' clients prevent excessive college debt.

FULL ARTICLE

SPONSORED CONTENT

Volatility? Relax.

Sponsored by Hartford Funds

Volatility means client questions. Here’s an insight to help.

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REGULATION AND COMPLIANCE

Anatomy of a Fiduciary-Friendly Broker/Dealer

Jon Henschen

More choices and lower pricing can protect your clients’ interests and safeguard your practice.

FULL ARTICLE

SPONSORED CONTENT

What Makes a Moat?

Sponsored by VanEck

Learn more about Morningstar's Five Sources of Moat.

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The Daily Brief

INDUSTRY

Senate Confirms Eugene Scalia as New Labor Secretary

Patrick Donachie

Scalia may need to recuse himself from any decisions regarding the Department of Labor's upcoming fiduciary rule because of his work as lead counsel in the case that vacated the DOL's previous rule.

FULL ARTICLE

TECHNOLOGY

Titan Introduces Retirement Accounts

Samuel Steinberger

Barely a year after its launch, the robo advisor adds Roth and traditional IRAs to its platform.

FULL ARTICLE

MUTUAL FUNDS

UBS Launches Sustainable Bond Fund in U.S.

Erick Bergquist

UBS has made a sustainable high yield bond fund available to clients in the U.S.

FULL ARTICLE
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