Wealth Management Daily Memo

DECEMBER 27, 2019

INDUSTRY

Janney Montgomery Scott: It's All About the Team

Samuel Steinberger

Asking for help shouldn't be a leap of faith, plus support staff is often eager to take on new roles, said Caitlin Ulmer-Long.

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ESTATE PLANNING

Georgia O'Keefe, Norman Rockwell Highlight Christies' American Art Sale

WealthManagement.com Staff

The sale included a painting of the pirate Blackbeard, Norman Rockwell's Harvest Moon and a rare Civil War oil painting by Winslow Homer.

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The Hybrid Path to Independence

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Key considerations for the hybrid advisor.

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INDUSTRY

Tech Makes Life on the Coasts Tough for Banks

Conor Sen

Charles Schwab’s decision to move its headquarters from San Francisco to Dallas is a sign of things to come.

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Exclusive Research: How Advisors are Using Fixed Index Annuities

Sponsored by Security Benefit

Advisors see value in fixed index annuities, but complexity may be holding them back.