Wealth Management Morning Memo

FEBRUARY 7, 2019

CAREERS

Jack Bogle's Seven Lessons for Financial Advisors

Matt Oechsli

Indexing's founding father is a treasure chest of lessons for today's financial advisors.

INSURANCE

Life Insurance Reviews Don’t Always End in Disappointment

Bill Boersma

Just as with routine physicals, a “well visit” can identify opportunity.

SPONSORED CONTENT

The Tailored Fit

Sponsored by Covisum

How advisors can use technology to mass-customize financial planning.

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INDUSTRY

Can Captain Kirk Save the Fund Management World?

Mark Gilbert

Star Trek shows money managers how to live long and prosper.

THE FUTURE OF WEALTH MANAGEMENT

INDUSTRY

Cyborgs and Robos and Hybrids, Oh My!

James Capps

How artificial intelligence could reshape RIAs’ practices.

SPONSORED CONTENT

5 Ways to Make Your Financial Advice Irreplaceable

Sponsored by Cetera Financial Group

Increase the value and stickiness of your client relationships.

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The Daily Brief

TECHNOLOGY

Personal Capital, The Cold-Calling Online RIA, Raises $50 Million

Davis Janowski

Launched in 2009, the digital firm with human advisors has yet to declare its latest valuation.

ADVISOR CHANNELS

Battle of the IFPs: One LPL OSJ Recruits Four Teams from Another

Diana Britton

As Independent Financial Partners gets ready to launch its own b/d, four teams decide to stay with LPL and affiliate with another OSJ, Integrated Financial Partners.

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