WealthManagment.com Daily Memo
Wealth Management Daily Memo

OCTOBER 19, 2017

HIGH NET WORTH

Q&A With Merrill Lynch’s Stacy Allred

UHNW advisors find embracing qualitative factors - the 'soft side' of wealth management - is key to helping families maintain their wealth.

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PHILANTHROPY

Employer-Sponsored Charities May Help Employees Affected by Disasters

They provide tax benefits for both the donor and the organization.

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SPONSORED CONTENT

Why ESG May Finally Gain Traction

Until now, much of the growth in environmental, social and governance (ESG) investing has been concentrated among large institutional investors. But the number of financial advisors considering ESG investment products is starting to grow. We believe the mainstream investor marketplace is eager for products with an integrated approach to ESG.

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WEALTH MANAGEMENT INDUSTRY AWARDS

The 2017 Wealth Management Industry Award Winners

Out of an initial pool of over 500 entrants, here are the winning firms that took home a "Wealthie" at the Wealth Management Industry Awards, held Oct. 11 at the Plaza Hotel in New York City. The awards are meant to recognize recent initiatives that help financial advisors grow their businesses and better serve their clients.

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