Wealth Management Daily Memo

DECEMBER 3, 2018

ADVISOR CHANNELS

LPL Lowers Pricing on Small 401(k) Platform

Diana Britton

Effective in January, platform fees for advisors serving small retirement plans will be lowered from 20 to 10 basis points.

WEALTHCASTS

The Rewards and Risks of Independence: A Conversation with Mark Tibergien

Mindy Diamond

An episode for all members of the wealth management community—from those at wirehouse firms to independent business owners.

SPONSORED CONTENT

The Advisor’s Guide to Donating Illiquid Assets to Charity

Sponsored by Schwab Charitable

Deepen client relationships and differentiate yourself by incorporating philanthropy into your practice. This 18-page guide will help you turn your clients’ appreciated illiquid assets into tax-smart charitable contributions.

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ETFS

Got Stocks? And Heartburn?

Brad Zigler

More upset seems likely.

SPONSORED CONTENT

A Case for Mid Cap Equities

Sponsored by Carillon Tower Advisers

Are you overlooking mid-cap stocks? Find out why this asset class may be the missing piece of your portfolio.

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