Morning Memo
Wealth Management Morning Memo

JANUARY 2, 2021

INDUSTRY

Nineteen Predictions for Wealth Management in 2021

Leaders across the wealth management space with quick takes on what they expect is coming for the industry, your business and your clients in 2021.

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CAREERS

2020 Pushed Many Advisors to Plan Their Own Retirement

COVID-19, economic uncertainty and political change–along with high firm valuations—are pushing more advisors to take their own retirement from the industry seriously.

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T&E VIRTUAL FORUMS

Wealth Planning 2021: Live CE & CLE Virtual Forums

During two weeks in January (12th - 21st), we’ll provide HNW advisors and financial planners expert perspectives on how the unprecedented events of 2020 will impact future wealth planning strategies—with live, interactive forums paneled by Trusts & Estates Editorial Advisory Board members, frequent contributors and other leading subject matter experts.  

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BUSINESS PLANNING

The Broker Protocol Celebrates Its Sweet Sixteen

Should I stay or should I go?

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RETIREMENT PLANNING

The 15 Worst States for Retirement Taxes

Ranking jurisdictions based on retirement income tax, any state-imposed estate or inheritance taxes, average state and local sales tax and average effective property tax.

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COLLEGE PLANNING

How Home Equity and Other Assets Impact Financial Aid

The focus on qualifying for need-based aid will often be a misplaced worry among your clients. What’s important is getting a discount off the price.

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EQUITIES

Can Active Fund Managers Buy Their Way Back Into Investors’ Favor?

If there was ever a moment for active managers to restate their worth and the value they can bring to investors, it is in 2021.

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CLIENT RELATIONS

One for the Books: Closing 2020 the Right Way

Year-end conversations with clients can serve many purposes.

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HIGH NET WORTH

Two Top Tax-Advantaged Strategies for C-Corp Owners

One that builds the retirement savings of owners/executives and another that protects those valuable assets.

FULL ARTICLE