Morning Memo
Wealth Management Morning Memo

DECEMBER 17, 2018

ALTERNATIVE INVESTMENTS

Is It Time to Update the Accredited Investor Hurdle?

The JOBS Act 3.0 bill currently moving through Congress wants to expand the pool of accredited investors, just as a host of tech providers are making it easier to invest in unregistered investments.

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INSURANCE

Saving Money on Life Insurance - Part 3

The real-life effects of premium funding differences.

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Your High-Net-Worth Client Strategy

HNW clients' expect certain service standards from the luxury brands they consume. Learn how to get personal, build trust and create the client experience they need. Get your copy of the latest report and business tools, Your High-Net-Worth Client Strategy: It's what they want, not what you know. Download now.

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TECHNOLOGY

The Four Biggest Cyber Risks of 2019

The large number of cyber breaches in 2018 is evidence that advisors need to be more vigilant than ever in 2019 regarding cybersecurity.

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Delighting the Customer: The Importance of Customer Perception

Customer service is the most vital aspect of the business model.

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The Daily Brief

TECHNOLOGY

BlackRock And Microsoft Announce Retirement Planning Partnership

Giants in their respective industries, the two firms are focused on developing lifetime income products and guiding financial behavior.

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WealthManagement Digital Edition

A Bleak Year for Bond ETFs - As interest rates rise and U.S. deficits are set to increase, bond ETF investors have suffered so far this year.

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