Morning Memo
Wealth Management Morning Memo

AUGUST 6, 2018

ESTATE PLANNING

Landmark Marilyn Monroe Copyright Dispute Decided

Photographer Bert Stern’s copyright protection for famed photos of Marilyn Monroe was upheld against family challenges.

FULL ARTICLE

HIGH NET WORTH

What Makes the Student Housing Sector an Attractive Bet for HNW Investors?

“We love student housing. We’re very big in student housing across the country,” says Jeff Holzmann, managing director of iintoo Investments Ltd., a New York City-based network for real estate investing.

FULL ARTICLE

NREI ONLINE

SPONSORED CONTENT

The RIA Roadmap: Your Essential Guide to Making the Transition

Are you ready to go independent? Thousands of advisors have made the transition. Learn how with this guide.

DOWNLOAD WHITE PAPER

BUSINESS PLANNING

The Importance of Wellness Programs at Financial Services Firms

What is your firm doing to enhance the lives of your employees?

FULL ARTICLE

WEALTH MANAGEMENT MAGAZINE DIGITAL EDITION

Authenticity Is Key to Connecting with LGBTQ Clients

Understanding the unique needs of clients is key for any advisor, but perhaps even more so when it comes to the growing number of families overlooked by more traditional financial planners.

READ NOW

The Daily Brief

RETIREMENT PLANNING

Morningstar: Why 61 Is The Retirement Number To Remember

"Choosing when to retire is one of the single most important financial decisions we make in our lives," noted Morningstar researcher David Blanchett.

FULL ARTICLE

PEOPLE

FiNet Group Managing $675 Million Starts Independent RIA

Landsberg Bennett Private Wealth Management's partners cited the technology and tools available to independent RIAs as a reason to leave FiNet.

FULL ARTICLE

ETFS

2018 May Be Record Year for ETF Churn

In 2017, an all-time record of 138 funds shut down; but so far this year, there have been 97, outpacing last year’s number during the same time frame.

FULL ARTICLE

READ MORE OF THE DAILY BRIEF