Morning Memo
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Wealth Management Morning Memo

JULY 23, 2018

Authenticity Is Key to Connecting with LGBTQ Clients

Michael Thrasher

Understanding the unique needs of clients is key for any advisor, but perhaps even more so when it comes to the growing number of families overlooked by more traditional financial planners.

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Investment

Why There is No Tech Bubble, in Five Charts

David Trainer

Pundits are asking when the tech bubble will burst. They've been saying the same thing since 2011.

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SPONSORED CONTENT

Benefits of Behavioral Investment Counseling and Evidence-Based Investing

Sponsored by The American College of Financial Services

An education in evidence-based investing and behavioral finance will prepare you to help clients reach their financial goals.

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Opinion

Advisors Don't Have to Do Anything

David Armstrong

What's the best case for diversifying your advisory practice? And what does that even mean?

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The Daily Brief

Another Senior FINRA Employee Joins Merrill Lynch

Michael Thrasher

The computer scientist was previously in charge of analytic and surveillance risk models.

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Philanthropic Advisors Are Highly Valued By HNW Clients

Samuel Steinberger

Advisors who know about, and can discuss, philanthropy may be strengthening their own businesses, according to a recent study.

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British Doctor Accused of Hiring Mob to Kill His Financial Advisor

Wealthmanagement Staff

A tale as old as time.

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