Wealth Management Morning Memo

AUGUST 22, 2018

INDUSTRY

Mercer Advisors Bolsters M&A Team With Fidelity, Schwab Veterans

Michael Thrasher

The private equity-backed RIA is adding team members to support dozens of deals in the works.

ESTATE PLANNING

Should Your Client Transfer the House to Her Kids?

Emily A. Martin

The answer is a resounding "no."

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PROSPECTING

Turning Prospect Rejection into a Goldmine

Matt Oechsli

Everyone, including rainmakers, experience failure. It’s how they handle defeat that sets top advisors apart.

WEALTH MANAGEMENT MID-YEAR OUTLOOK 2018

The Evolution of the Financial Plan

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It's important to understand the components of a formal financial plan and how it has evolved.

The Daily Brief

RETIREMENT PLANNING

Millennials Claim to be Saving For Retirement, Just Not With Financial Advisors

WealthManagement.com Staff

Fifty-five percent of millennials said they were open to working with their parents' financial advisor.

PEOPLE

Brokerage Trio Managing $235 Million Joins Raymond James

Michael Thrasher

The three advisors at Patton Wealth Management have more than 65 years of industry experience.

TECHNOLOGY

Envestnet Platform Receives Hundreds Of Upgrades

Samuel Steinberger

In anticipation of its Insurance Exchange launch, Envestnet is piloting optimized proposal workflows for insurance products.

READ MORE OF THE DAILY BRIEF