Morning Memo
Wealth Management Morning Memo

DECEMBER 20, 2019

CAREERS

Of Myths and Moving, 2019

Taking the time to be clear on your goals and fully understand your options will help eliminate the misperceptions and allow you to focus on the potential that lies ahead.

FULL ARTICLE

HIGH NET WORTH

Divorce: A Growing Niche That Can Get Ugly

Sylvia Guinan and Robert Harty, both CDFAs, provide wealth planning in a growth area, divorcees over 40.

FULL ARTICLE

DEAD CELEBRITY PODCAST

John D. Rockefeller, the Original Snowbird

Maintaining residences in multiple states is no longer solely the realm of the ultrawealthy.

Brought to you by FS Investments

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INDUSTRY

RIA GenTrust Opens Puerto Rico Office

After waiting out the aftereffects of Hurricane Maria, GenTrust’s Puerto Rico office is up and running.

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SPONSORED CONTENT

How to Choose the Right TAMP For Your Business

As TAMPS continue to grow in popularity, it can be difficult to navigate all the available options. Find out how to sort through the noise and determine the TAMP partner that’s right for you.

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The Daily Brief

RETIREMENT PLANNING

The State of Retirement? Not So Good According To New Study

The Transamerica Center for Retirement Studies recently released its comprehensive retirement survey of American workers, and the results show that the SECURE Act could not come soon enough.

FULL ARTICLE

INDUSTRY

Avantax to Give $5.5 Million in Equity Grants to Advisors in 2020

The grants will be based on advisors’ 2020 performance, and will be awarded in the first quarter of 2021.  

FULL ARTICLE

SPONSORED WEBINAR

Staying the Course in a Time of Increasing Risk – 1/16/20 | 4:15 pm ET

10 years of ultra-easy monetary policy has led corporate issuers to accumulate record levels of debt, making them vulnerable to downgrades when the turn in the business cycle arrives. This webinar will share insights on tensions in the macro environment and potential implications to investors.

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