Morning Memo
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Wealth Management Morning Memo

JULY 8, 2019

Medicare and Social Security Milestones

John Kador

The rules for enrollment in Medicare are complex. There are lifetime penalties for getting it wrong. Here are the Medicare and Social Security milestones clients need to remenber.

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Investment

Did the Hottest Industries of 2018 Live Up to the Hype?

Brady Fletcher

These sectors have faced both challenges and opportunities and remain well-positioned within the current investment landscape.

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Industry

What a Difference a Decade Makes

John Kador

In July, the U.S. economy surpassed the 1991-2001 growth cycle to become the longest expanding economy since business cycles have been tracked.

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Time is Money: Optimize Advisor Productivity Through Technology

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The Daily Brief

INDUSTRY

Carson Adds Two Firms With a Combined $200 Million in Assets

Patrick Donachie

The addition of Bender Financial Services Firm and Morgan Wealth follow several other additions to Carson Group in recent months

FULL ARTICLE

SEC Charges Advisor With Misrepresenting Firm's Assets and Clients

Patrick Donachie

Daryl Davis also told a potential client his firm was registered with the SEC when it was not, according to the charges.

FULL ARTICLE

WealthManagement Digital Edition

Building an Independent Firm with the End in Mind: Key Attributes of an Independent Business with "Real Franchise Value."

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