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Wealth Management Morning Memo

AUGUST 15, 2019

RETIREMENT PLANNING

Is Inflation a Threat to Retirement Plans?

Mark Miller

Your answer probably depends on your age.

FULL ARTICLE

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HIGH NET WORTH

It's Gotten Too Hard to Strike It Rich In America

Noah Smith

Many of the traditional ways of accumulating wealth are out of reach.

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SPONSORED CONTENT

6 Ways to Help Clients Prepare for Longevity

Sponsored by Nationwide

Help your clients meet the risks of a longer life in retirement.

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ESTATE PLANNING

No Equitable Distribution to Grantor for Trusts' Income Tax Liability

David A. Handler and Kristen A. Curatolo

A good reminder for practitioners to build "escape hatches" into their grantor trusts.

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SPONSORED CONTENT

Don’t Forget About Generation X

Sponsored by The Investment Center

Millennials may be a big part of tomorrow’s advisory practice, but Generation X is where today’s advisors should be focusing.

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The Daily Brief

INDUSTRY

On Heels of Foresters Acquisition, Cetera Adds 1,000 New Advisors

Diana Britton

Four hundred new advisors came to Cetera via the acquisition of Foresters Financial, a large portion of the 1,000 new advisors the firm recruited year-to-date. Cetera declined to provide net advisor growth.  

FULL ARTICLE

PEOPLE

SEC Sues Advisor Over Venture Capital Scheme

Erick Bergquist

The SEC claims Stuart Frost defrauded venture capital funds and their investors to fund his lavish lifestyle.

FULL ARTICLE

WealthManagement Digital Edition

No Clients Under 30 Should Own Bonds

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CAREERS

College for Financial Planning Updates Its CFP Curriculum

Diana Britton

The redesigned CFP education program is aimed at keeping busy professionals on track to pass the exam.

FULL ARTICLE
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