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Wealth Management Morning Memo

JANUARY 16, 2019

ADVISOR CHANNELS

Private Advisor Group’s New Affiliation Model Faces Competition

Diana Britton

While the model may be a huge departure for LPL and set PAG apart from other OSJs, the changes bring the firm up to par with what some other RIAs are already doing for wirehouse brokers looking to build their own business.

FULL ARTICLE

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LIVE FROM THE HECKERLING INSTITUTE ON ESTATE PLANNING

Talkin' Taxes at Heckerling

David H. Lenok

Northern Trust’s Suzanne Shier weighs in on tax issues for 2019 and beyond, straight from the conference floor.

FULL ARTICLE

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Retirement Is Dead. Long Live Retirement

Sponsored by Hartford Funds

Help clients navigate a journey that is now longer than anyone ever imagined.

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HIGH NET WORTH

Opportunity Zone Fever Spreads as Debate Over Tax Break Deepens

Noah Buhayar and Caleb Melby

Land deals in eligible tracts from Bronx to Oakland jump 62 percent.

FULL ARTICLE

The Daily Brief

TECHNOLOGY

TD Ameritrade Allows Apple Pay Funding For Brokerage Accounts

Samuel Steinberger

A few days of regulatory review changed brokerage funding options that had been static for over four decades.

FULL ARTICLE

INDUSTRY

Ladenburg to Provide Consulting on Advanced Planning Issues

Diana Britton

The firm is investing in resources that enable its advisors to high-net-worth clients to handle more complex wealth management needs. 

FULL ARTICLE

INDUSTRY

Boston-Based LPL Firm Expects to Grow By $1 Billion in 2019

Michael Thrasher

Integrated Financial Partners opened six new offices and added $900 million in assets last year.
 

FULL ARTICLE
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