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Wealth Management Daily Memo

NOVEMBER 20, 2018

TECHNOLOGY

Morgan Stanley Says New Advisor Platform Gives It a "4-Year Head Start" on Competitors

Michael Thrasher

The investment bank's wealth management business boasts a native integration with BlackRock's Aladdin, as well as combined planning and portfolio construction tools.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: Biblically Wise Financial Advice with Rob West

Michael Kitces

Kingdom Advisors' Rob West talks about what it really means to serve Christians as a niche.

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SPONSORED CONTENT

Diminish your Risk of Cyber-Attacks

Sponsored by United Planners Financial Services

Timely information and innovative solutions.

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CLIENT RELATIONS

A Financial Advisor’s Duties Dealing With GDPR

Harry A. Payton

Many firms are dragging their heels in complying with GDPR. The penalties for doing so can be quite severe.

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SPONSORED CONTENT

Long-Term Care and Retirement Planning Go Hand in Hand

Sponsored by Lincoln Financial Group

While advisors and clients agree on the need for long-term care planning, not nearly enough clients plan early for the risks of long-term care.

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