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Wealth Management Morning Memo

SEPTEMBER 27, 2018

CLIENT RELATIONS

Our Lives As Clients: 10 Clients Weigh In On Their Advisors

WealthManagement.com Staff

Here's what a group of investors think about their advisors ... good and bad.

FULL ARTICLE

TECHNOLOGY

Alexa Tell Me About My Advisory Business

Davis Janowski

Voice-controlled business analytics engine Envestnet Intelligence for Financial Institutions debuts at Finovate.

FULL ARTICLE

WEALTH MANAGEMENT MID-YEAR OUTLOOK 2018

The Evolution of the Financial Plan

Sponsored by Voya Financial Advisors

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

FULL ARTICLE

RETIREMENT PLANNING

Caution Urged for Full TDF Customization

Ed McCarthy

Everything comes with a cost.

FULL ARTICLE

SPONSORED CONTENT

Two Decision Making Systems

Sponsored by The American College of Financial Services

Clients are prone to make bad decisions in the present. Use these tactics to help them plan for the future.

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The Daily Brief

REGULATION AND COMPLIANCE

Voya to Pay $1 Million Penalty for Cybersecurity Failures

Diana Britton

The SEC order also exposes a weakness in Voya's independent advisor force.

FULL ARTICLE

RETIREMENT PLANNING

Advisors Who Want to Build 401(k) Business Aren't Prioritizing Technology

Michael Thrasher

In its first annual study of advisors and the 401(k) market, Vestwell found wealth managers are interested in the space but going about it all wrong.

FULL ARTICLE

EQUITIES

BNY Mellon's Lockwood Adds 54 Model Portfolios

Michael Thrasher

BNY Mellon's Lockwood Advisors nearly doubled the number of strategists and portfolios available to advisors.

FULL ARTICLE
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